Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Winston-Salem (NC); Remote; USD 40,000 - 50,000; Full time

Job summary

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active credential to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms.

You will work toward empowering customers to prepare their taxes, while enhancing the brand through helpful, confident service. This is a remote, customer-facing role with performance-based rewards.

Qualifications

• Must possess active unrestricted credential: CPA, EA or practicing attorney.
• 2+ years of federal/state individual 1040 tax return prep experience.
• Able to obtain state licenses, PTIN; willing to work minimum 20 hours/week.
• Strong communication, customer service, and problem-solving skills.
• Familiar with Circular 230 and standard tax software.

Responsibilities

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPI metrics and participate in training and pilots as needed.

Skills

Active credential

Tax preparation experience

Customer service

Video conferencing

Bilingual (English/Spanish)

Education

Active CPA/EA/Practicing Attorney credential

Tools

Tax preparation software

Video conferencing tools

Job description

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active credential to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms.

You will work toward empowering customers to prepare their taxes, while enhancing the brand through helpful, confident service. This is a remote, customer-facing role with performance-based rewards.