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

Intuit, Inc.; Lincoln (NE); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance and tax preparation.

You will interact via video and audio tools, provide tax advice, and perform full-service return preparation with signatures, while upholding company policies and KPI targets. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal/state 1040 experience for 30+ clients per season, and are available to

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using state of the art video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and tax knowledge.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined practices to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Communication

Video tools

Tech savvy

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance and tax preparation.

You will interact via video and audio tools, provide tax advice, and perform full-service return preparation with signatures, while upholding company policies and KPI targets. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal/state 1040 experience for 30+ clients per season, and are available to