Remote Tax Advisor | CPA/EA/Attorney Expert

Intuit, Inc.; Chula Vista (CA); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their taxes virtually. You will provide expert guidance, prepare returns, and explain tax terms while enhancing brand through delightful customer experiences.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience for many clients, and PTIN. You will work at least 20 hours weekly and use official resources to answer questions accurately.

Qualifications

• Must possess active, unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040s for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work minimum 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax return help, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep knowledge and empathy.
• Use official resources to deliver accurate answers in everyday language.
• Follow defined practices, procedures, and policies to address inquiries.
• Document all customer interactions.
• Aim to meet KPI metrics and goals.
• Participate in pilots and projects as needed.
• Complete required training and professional development as determined by the business.

Skills

Active credential

Tax prep experience

PTIN

Bilingual EN/ES

Strong communication

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their taxes virtually. You will provide expert guidance, prepare returns, and explain tax terms while enhancing brand through delightful customer experiences.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience for many clients, and PTIN. You will work at least 20 hours weekly and use official resources to answer questions accurately.