Remote Tax Advisor — CPA/EA Credentialed Expert

Intuit, Inc.; Florida; Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly capable tax professional to assist customers with their TurboTax returns via virtual video interactions. You will deliver expert guidance, prepare and sign returns, and answer tax and product questions with clear, everyday language.

You will leverage government sources and tax expertise to resolve inquiries, meet KPI goals, and participate in training and development as required.

Qualifications

• Must possess active unrestricted credential: EA, CPA, 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 using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.

Responsibilities

• Provide tax guidance and full service return preparation and signature.
• Assist TurboTax customers with tax calculations and product inquiries.
• Document customer interactions and resolve inquiries using policy.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Fast-paced work

Video/phone interactions

Job description

Intuit, Inc. seeks a highly capable tax professional to assist customers with their TurboTax returns via virtual video interactions. You will deliver expert guidance, prepare and sign returns, and answer tax and product questions with clear, everyday language.

You will leverage government sources and tax expertise to resolve inquiries, meet KPI goals, and participate in training and development as required.