Remote Tax Advisor: CPA/EA/Attorney TurboTax Expert

Intuit, Inc.; Boulder (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a tax specialist to help customers complete their taxes using TurboTax products in a virtual role. You will provide expert tax guidance, prepare returns, and explain tax terms with clear language to empower customers.

You will work remotely, leveraging video tools to interact with clients, document interactions, and participate in training and development to meet performance goals.

Qualifications

• Active unrestricted credential: CPA/EA/Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep experience for at least 30 clients per season.
• State licenses, certificates, permits, or bonds; PTIN.
• Willing to work a minimum of 20 hours per week.
• Willing to complete required training and development.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Assist with tax advice, full service return prep and signature, and product inquiries.
• Deliver high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to provide accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation

Customer service

Verbal and written communication

Video/remote interaction

Bilingual English/Spanish (plus)

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

PTIN

State licenses/certifications

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a tax specialist to help customers complete their taxes using TurboTax products in a virtual role. You will provide expert tax guidance, prepare returns, and explain tax terms with clear language to empower customers.

You will work remotely, leveraging video tools to interact with clients, document interactions, and participate in training and development to meet performance goals.