Remote Tax Advisor - CPA/EA Expert

Intuit, Inc.; Cumming (GA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their federal and state returns using TurboTax. You will guide clients through tax concepts, provide expert explanations, and ensure accurate filings from a remote setting.

You will interact with customers via video, apply Circular 230 knowledge, and leverage commercial tax software. Strong communication and compliance training are essential for success in this fast-paced role.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney.
• 2+ years of recent tax return preparation experience for federal and state 1040 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.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Troubleshoot and resolve customer tax advice and preparation inquiries following defined practices.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot testing, projects, and experience validations; complete required training.

Skills

Excellent communication skills

Tax knowledge

Bilingual English/Spanish (plus)

Critical thinking

Problem solving

Ability to work in fast-paced env

Education

CPA

Enrolled Agent (EA)

Practicing Attorney

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their federal and state returns using TurboTax. You will guide clients through tax concepts, provide expert explanations, and ensure accurate filings from a remote setting.

You will interact with customers via video, apply Circular 230 knowledge, and leverage commercial tax software. Strong communication and compliance training are essential for success in this fast-paced role.