Remote Tax Advisor - CPA/EA/Attorney Expert

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance and return preparation.

You will interact via video, provide expert explanations, and ensure accuracy while following company procedures and compliance guidance. Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience for many clients, PTIN, and the ability to work at least 20 hours weekly in a virtual

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Active PTIN.
• Willing and able to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and tax software.

Responsibilities

• Provide tax advice and full-service return preparation and signature.
• Answer product inquiries and perform tax calculations.
• Interact with customers via video and audio tools.
• Document customer interactions and compliance training.
• Meet KPI metrics and participate in pilot testing as needed.
• Complete required training and development.

Skills

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Technology proficiency

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance and return preparation.

You will interact via video, provide expert explanations, and ensure accuracy while following company procedures and compliance guidance. Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience for many clients, PTIN, and the ability to work at least 20 hours weekly in a virtual