Remote Tax Advisor – CPA/EA/Attorney (TurboTax)

Intuit, Inc.; Birmingham (AL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Comprehensive benefits

Job summary

Intuit is seeking a tax professional to help TurboTax customers complete their returns virtually. You will guide clients on tax preparation, explain tax terms, and deliver excellent customer service while adhering to company policies and KPIs.

Candidates must have an active credential (CPA/EA/Attorney), strong tax knowledge, and be able to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.

Responsibilities

• Interact with customers virtually using video software to provide tax guidance.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Strong communication

Tools

TurboTax software

Smartlook video

Job description

Intuit is seeking a tax professional to help TurboTax customers complete their returns virtually. You will guide clients on tax preparation, explain tax terms, and deliver excellent customer service while adhering to company policies and KPIs.

Candidates must have an active credential (CPA/EA/Attorney), strong tax knowledge, and be able to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.