Remote Tax Advisor - CPA/EA/Attorney Expert Guidance

Intuit, Inc.; Mooresville (NC); Remote; USD 33,000 - 51,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms.

The role emphasizes delivering high-quality customer experiences while adhering to company policies and training requirements. You will use state-of-the-art video communications to interact with customers, handle 1040s for individuals, and collaborate with the team to meet KPI targets.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season.
• Must have or obtain state licenses/certificates.
• Active PTIN required.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer operations.
• Excellent verbal and written communication.
• Fast-paced environment with minimal supervision.
• Willing to have hardwired internet meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as required.
• Complete all required training and development.

Skills

Active CPA/EA/Attorney

PTIN

Tax software experience

Customer service

Strong communication

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms.

The role emphasizes delivering high-quality customer experiences while adhering to company policies and training requirements. You will use state-of-the-art video communications to interact with customers, handle 1040s for individuals, and collaborate with the team to meet KPI targets.