Remote Tax Advisor - CPA/EA/Attorney Expert

Intuit, Inc.; Wilmington (NC); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely.

You will guide clients through federal and state returns, explain tax and technical terms, and provide expert tax preparation and guidance to empower customers to complete their taxes. The role emphasizes delivering high-quality customer experiences via video interactions, leveraging government resources, and adhering to defined procedures.

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 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Must have PTIN.
• Willing to work minimum 20 hours per week.
• Proficient with technology and government guidance (Circular 230).

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and development programs.

Skills

Unrestricted credential

Tax prep

Customer service

Video communication

Tools

TurboTax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely.

You will guide clients through federal and state returns, explain tax and technical terms, and provide expert tax preparation and guidance to empower customers to complete their taxes. The role emphasizes delivering high-quality customer experiences via video interactions, leveraging government resources, and adhering to defined procedures.