Remote Tax Advisor: CPA/EA/Attorney Expert Guidance

Intuit, Inc.; Carlsbad (CA); À distance; USD 40 000 - 51 000; Temps partiel

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers remotely in 1040 preparation and tax guidance. The role emphasizes expert knowledge, clear communication, and helping customers understand tax terms and steps to complete returns.

You’ll use our secure video tools to interact directly with clients, document interactions, and adhere to policy and KPI targets. Training and compliance are required.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Willingness to obtain state licenses or certifications as needed.
• PTIN active.
• Minimum 20 hours per week availability.
• Knowledge of Circular 230.

Responsabilités

• Interact with customers virtually using video tools.
• Provide tax advice and full-service tax return prep and e-signature.
• Answer product and tax-related inquiries and perform calculations.
• Document interactions and help meet KPIs and project goals.
• Participate in training, compliance, and cross-training as required.

Connaissances

Tax knowledge

Customer service

Verbal & written comms

Problem solving

Attention to detail

Formation

Active unrestricted credential (CPA/EA/Attorney)

Outils

Commercial tax software

Description du poste

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers remotely in 1040 preparation and tax guidance. The role emphasizes expert knowledge, clear communication, and helping customers understand tax terms and steps to complete returns.

You’ll use our secure video tools to interact directly with clients, document interactions, and adhere to policy and KPI targets. Training and compliance are required.