Remote Tax Advisor (CPA/EA/Attorney) – Expert Returns

Intuit, Inc.; Olympia Fields (IL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Bonus eligibility

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert tax advice, and respond to product inquiries using clear, everyday language.

You will use secure video tools to interact with customers, document interactions, and meet KPI targets. A CPA/EA/Practicing Attorney credential and active PTIN are required, with a minimum 20 hours per week commitment.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and extensive tax knowledge.
• Use government websites and professional resources to find the right answer in everyday language.
• Document customer interactions and work toward KPI metrics; participate in pilots and training as needed.

Skills

Excellent communication skills

Bilingual English/Spanish (a plus)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert tax advice, and respond to product inquiries using clear, everyday language.

You will use secure video tools to interact with customers, document interactions, and meet KPI targets. A CPA/EA/Practicing Attorney credential and active PTIN are required, with a minimum 20 hours per week commitment.