Remote Tax Advisor: CPA/EA/Attorney for Tax Prep

Intuit, Inc.; Wilmington (NC); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. This virtual role involves expert guidance, tax preparation, and explanations of tax terms using video tools.

You will assist with tax advice, full-service return preparation, and product inquiries while documenting interactions and meeting KPI metrics. A CPA/EA/Attorney credential and active PTIN are required, with at least 2 years of return prep experience in the US.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication.
• Ability to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish 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, and product inquiries.
• Create high quality customer interactions using deep knowledge and empathy.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Apply defined policies to troubleshoot tax questions and prep inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax prep experience

Communication skills

PTIN holder

Unrestricted license eligibility

Video/customer service

US residency

Education

CPA/EA/Attorney credential

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. This virtual role involves expert guidance, tax preparation, and explanations of tax terms using video tools.

You will assist with tax advice, full-service return preparation, and product inquiries while documenting interactions and meeting KPI metrics. A CPA/EA/Attorney credential and active PTIN are required, with at least 2 years of return prep experience in the US.