Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Providence (RI); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax specialist to help TurboTax customers complete federal and state returns. This virtual role requires expert guidance, tax preparation, and clear explanations of tax terms via video interactions.

You will use government resources to find answers, document interactions, and contribute to KPI goals while completing required training. Remote with flexible hours in a fast-paced environment.

Qualifications

• Must possess active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state individual 1040 tax return prep for 30+ clients per season.
• Must possess or obtain state licenses, permits, or bonds.
• Must have PTIN.
• Willing to work minimum 20 hours/week.
• Familiar with Circular 230.
• Proficient with technology and software.
• Strong customer service via video/audio tools.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax and technical terms in everyday language.
• Research using government sites and professional resources to deliver correct answers.
• Document customer interactions and meet KPI targets.
• Participate in training and development as required.

Skills

Active CPA/EA/Attorney

Tax preparation experience

Customer service skills

Video/phone communication

Bilingual English/Spanish

Education

Active CPA/EA/Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax specialist to help TurboTax customers complete federal and state returns. This virtual role requires expert guidance, tax preparation, and clear explanations of tax terms via video interactions.

You will use government resources to find answers, document interactions, and contribute to KPI goals while completing required training. Remote with flexible hours in a fast-paced environment.