Remote Tax Advisor - CPA/EA/Attorney for Expert Returns

Intuit, Inc.; Greensboro (NC); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, return preparation, and explanations of tax concepts.

The role requires an active unrestricted credential and at least two years of federal and state return experience; strong communication and tech comfort with video tools are essential. You will train and collaborate to meet KPI goals.

Qualifications

• Must possess an active unrestricted credential: CPA/EA or practicing attorney with strong tax knowledge.
• 2+ years of federal/state 1040 return prep for at least 30 clients per season.
• Must have PTIN and related state licenses; reliable hardwired internet.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax advice, full service return prep and product questions.
• Create high quality interactions using deep tax knowledge and empathy.
• Leverage government sites and professional resources to deliver accurate answers.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Train and participate in pilots, projects, and experience validations as needed.

Skills

Active tax credential

Tax preparation experience

Strong communication

Video/support tech familiarity

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, return preparation, and explanations of tax concepts.

The role requires an active unrestricted credential and at least two years of federal and state return experience; strong communication and tech comfort with video tools are essential. You will train and collaborate to meet KPI goals.