Remote Tax Advisor - CPA/EA/Attorney Expert

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This is a remote, customer-facing role with video interactions to deliver tax advice and full service return preparation.

Flat requirements include 20+ hours/week, active credential, PTIN, and state licenses. You will work to meet KPIs while delivering accurate tax answers and explanations of tax terms.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax prep experience.
• 2+ years of federal/state Form 1040 prep for 30+ clients per season.
• Possess or be able to obtain state licenses, permits, or bonds; PTIN.
• Willing to work minimum 20 hours per week.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Provide tax guidance and full service return preparation with signature.
• Assist TurboTax customers via video interactions and product inquiries.
• Document customer interactions and apply policy-based solutions.
• Meet KPI metrics and participate in trainings and validations.

Skills

EA CPA Practicing Attorney

Tax preparation expertise

Strong communication

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This is a remote, customer-facing role with video interactions to deliver tax advice and full service return preparation.

Flat requirements include 20+ hours/week, active credential, PTIN, and state licenses. You will work to meet KPIs while delivering accurate tax answers and explanations of tax terms.