Remote Tax Advisor (CPA/EA/Attorney) | Virtual Prep & Guidance

Intuit, Inc.; Stamford (CT); Remote; USD 65,000 - 90,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax filings in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to help customers complete their returns. Candidates should hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 prep experience for many clients per season.

Qualifications

• Active unrestricted credential with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Willing to work a minimum of 20 hours per week and obtain required licenses.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and full-service return preparation.
• Explain tax terms and guide customers through TurboTax.
• Document interactions and meet KPI metrics.
• Participate in training and compliance programs.

Skills

Customer service

Communication skills

Problem solving

Video interactions

Technology proficiency

Bilingual (English/Spanish)

Education

CPA/EA/Practicing Attorney license

PTIN holder

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax filings in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to help customers complete their returns. Candidates should hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 prep experience for many clients per season.