Remote Tax Advisor (CPA/EA/Attorney) for TurboTax Help

Intuit, Inc.; Portland (OR); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax and technical terms in a virtual, customer-facing role.

You will use our video communications software to interact with customers, deliver accurate tax advice, and ensure high-quality service while meeting KPI targets. A CPA/EA/Attorney credential and 2+ years of 1040 prep experience are required.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• Willing to obtain/maintain state licenses and PTIN.
• Willingness to work minimum 20 hours per week.
• Strong knowledge of Circular 230 and ability to troubleshoot tax questions.

Responsibilities

• Interact with customers through video and audio tools in a professional manner.
• Provide tax advice, full service return preparation and signatures.
• Explain tax terms and use government resources to answer questions.
• Document customer interactions and maintain KPI targets.
• Participate in training and compliance programs as required.

Skills

Tax practice expertise

Customer service

Video/online guidance

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax and technical terms in a virtual, customer-facing role.

You will use our video communications software to interact with customers, deliver accurate tax advice, and ensure high-quality service while meeting KPI targets. A CPA/EA/Attorney credential and 2+ years of 1040 prep experience are required.