Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Springfield (OH); Remote; USD 34,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated Tax Professional to help TurboTax customers complete their taxes remotely. You will guide customers, provide tax explanations, and perform or oversee full-service returns using our video tools and tax software.

Applicants must hold an active CPA/EA or practicing attorney credential, have 2+ years of federal/state 1040 experience, and be willing to train. A US residency is required; English/Spanish bilingual skills are a plus.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for many clients per season using tax software.
• Must possess or obtain state licenses, permits, or bonds.
• Must have PTIN.
• Willingness to work minimum 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Provide tax guidance and full-service return preparation and signature.
• Interact with customers via video; explain tax terms and calculations.
• Document interactions and follow procedures to resolve inquiries.
• Meet KPI metrics and participate in training and program initiatives.

Skills

Unrestricted credential (CPA/EA/Att)

2+ years 1040 prep experience

Strong communication

Customer service

Bilingual EN/ES (plus)

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated Tax Professional to help TurboTax customers complete their taxes remotely. You will guide customers, provide tax explanations, and perform or oversee full-service returns using our video tools and tax software.

Applicants must hold an active CPA/EA or practicing attorney credential, have 2+ years of federal/state 1040 experience, and be willing to train. A US residency is required; English/Spanish bilingual skills are a plus.