Remote Tax Advisor (CPA/EA/Attorney) - Expert Prep

Intuit, Inc.; Olympia Fields (IL); Remote; USD 37,000 - 48,000; Part time

Job summary

Intuit, Inc. seeks a virtual tax advisor to help TurboTax customers complete their taxes with expert guidance and accurate tax preparation. You will interact with customers via a video platform and provide tax calculations, product support, and clear explanations of tax terms.

The role requires an active credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience for many clients per season. A dedicated home internet connection and US residence are required.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of federal/state individual 1040 prep for at least 30 clients per season.
• Willing to obtain and maintain state licenses and PTIN.
• Willing to work minimum 20 hours per week.
• Experience with government websites and tax software.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilot tests and trainings as needed.

Skills

Active credential requirement

Tax preparation experience

Customer service

Video support

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. seeks a virtual tax advisor to help TurboTax customers complete their taxes with expert guidance and accurate tax preparation. You will interact with customers via a video platform and provide tax calculations, product support, and clear explanations of tax terms.

The role requires an active credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience for many clients per season. A dedicated home internet connection and US residence are required.