Remote Tax Advisor | CPA/EA Expert

Intuit, Inc.; New Orleans (LA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a skilled tax professional to guide customers through TurboTax. You will apply your active credential and extensive tax knowledge to deliver accurate, easy-to-understand tax guidance and complete federal/state returns remotely.

In this role, you will communicate clearly via video and written channels, document interactions, and meet KPI targets while participating in ongoing training and program enhancements.

Qualifications

• 2+ years of tax preparation experience (federal and state 1040) for at least 30 clients per season.
• Active PTIN and, if required, state licenses or permits.
• Familiar with Circular 230 and commercial tax software.

Responsibilities

• Provide tax guidance, full-service return prep, and signature for TurboTax customers.
• Interact with customers via video communications software (Smartlook) to assist with returns.
• Document interactions and work toward KPI metrics and initiatives.
• Complete required training and development as determined by the business.

Skills

Active credential

Tax preparation experience

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced

Video/Audio tools

Hardwired internet

English/Spanish bilingual

US resident

Job description

Intuit, Inc. seeks a skilled tax professional to guide customers through TurboTax. You will apply your active credential and extensive tax knowledge to deliver accurate, easy-to-understand tax guidance and complete federal/state returns remotely.

In this role, you will communicate clearly via video and written channels, document interactions, and meet KPI targets while participating in ongoing training and program enhancements.