Remote Tax Advisor (CPA/EA) – Bonus + Equity

Intuit, Inc.; Huntsville (AL); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking tax professionals to assist TurboTax customers in a virtual setting. The role focuses on expert tax guidance, preparation, and explanations of tax terms using state-of-the-art video tools.

You will help customers complete their tax returns and ensure quality service with strong communication. The position requires an active credential (CPA/EA/Attorney), 20+ hours/week availability, and a US residency.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain 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 and computer operations.
• Strong customer service skills with professional, friendly communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Assist TurboTax customers with tax returns, including tax advice, full service preparation, and product inquiries.
• Provide high quality customer interactions using deep tax knowledge and empathy.
• Consult with customers using government sites and professional resources to deliver accurate answers.
• Apply company policies to troubleshoot and resolve tax advice and preparation questions.
• Document customer interactions and feedback.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Communication skills

Problem solving

Technical proficiency

Education

CPA/EA/Practicing Attorney credential

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking tax professionals to assist TurboTax customers in a virtual setting. The role focuses on expert tax guidance, preparation, and explanations of tax terms using state-of-the-art video tools.

You will help customers complete their tax returns and ensure quality service with strong communication. The position requires an active credential (CPA/EA/Attorney), 20+ hours/week availability, and a US residency.