Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; West Des Moines (IA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax expert with an active CPA/EA/Practicing Attorney credential to help TurboTax customers complete their returns remotely in the United States.

You will provide expert guidance, tax preparation, and explanations of tax terms using video interactions and the company's software. Responsibilities include assisting customers on tax returns, delivering full service preparation and signature, answering product questions, and documenting interactions while

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills; interact with customers via video and audio tools professionally.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using state-of-the-art video communications software to interact with customers.
• Help TurboTax customers with tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and deep tax expertise.
• Use government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Education

Active CPA/EA/Practicing Attorney license

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax expert with an active CPA/EA/Practicing Attorney credential to help TurboTax customers complete their returns remotely in the United States.

You will provide expert guidance, tax preparation, and explanations of tax terms using video interactions and the company's software. Responsibilities include assisting customers on tax returns, delivering full service preparation and signature, answering product questions, and documenting interactions while