Remote Tax Advisor: CPA/EA Expert

Intuit, Inc.; Holly Springs (NC); Remote; USD 33,000 - 44,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers in completing their tax returns with expert guidance, tax preparation, and explanations of tax terms.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills. You will interact with customers via video, provide tax advice, perform full-service return preparation, and troubleshoot using government resources.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Use government sites and professional resources to deliver accurate answers.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and trainings as needed.

Skills

Active unrestricted credential

Tax preparation experience

Excellent communication skills

Bilingual English/Spanish (plus)

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers in completing their tax returns with expert guidance, tax preparation, and explanations of tax terms.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills. You will interact with customers via video, provide tax advice, perform full-service return preparation, and troubleshoot using government resources.