Remote Tax Advisor (CPA/EA/Attorney) — Expert Guidance

Intuit, Inc.

Springfield (OH)

Remote

USD 34,000 - 43,000

Full time

8 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking toll-tactical tax specialists to assist TurboTax customers remotely. The role emphasizes expert tax guidance, preparation, and clear explanations of terms, while advancing the company goal of powering prosperity.

Expect high-quality, empathetic customer interactions via video tools. The position requires active CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 prep, and ability to work at least 20 hours weekly.

Qualifications

  • Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
  • 2+ years preparing federal/state 1040s for 30+ clients per season using commercial tax software.
  • Must have or obtain state licenses/certificates/permits.
  • PTIN active and valid.

Responsibilities

  • Assist customers virtually via video; use Smartlook to interact.
  • Provide tax advice, full service return prep and signature, product inquiries, tax calculations.
  • Create high quality customer interactions using deep tax knowledge and empathy.
  • Consult government sites and resources to deliver accurate answers in plain language.
  • Follow procedures to troubleshoot and resolve tax advice inquiries; document interactions.

Skills

Tax preparation
Video support
Customer empathy
Communication

Education

CPA/EA/Attorney credential

Tools

TurboTax software
Tax software
Video software (Smartlook)

Job description

Intuit, Inc. is seeking toll-tactical tax specialists to assist TurboTax customers remotely. The role emphasizes expert tax guidance, preparation, and clear explanations of terms, while advancing the company goal of powering prosperity.

Expect high-quality, empathetic customer interactions via video tools. The position requires active CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 prep, and ability to work at least 20 hours weekly.

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