Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; Shreveport (LA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms, while delighting customers and supporting the brand. The role requires an active CPA/EA or practicing attorney credential, 2+ years of federal/state 1040 experience, and strong communication skills.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal and state individual 1040 returns experience for 30+ clients per season.
• State licenses/certificates/permits/bonds as required.
• PTIN active.
• Willing to work at least 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and computers.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and research skills; fast-paced environment.
• Willing to obtain a dedicated hard-wired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product questions.
• Create high-quality customer interactions using deep tax knowledge.
• Leverage government sites and resources to deliver correct answers in plain language.
• Apply company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in pilots and validations.
• Complete required training and professional development as determined by the business.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation experience

English/Spanish bilingual

Customer service

Video/remote tools

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax expert to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms, while delighting customers and supporting the brand. The role requires an active CPA/EA or practicing attorney credential, 2+ years of federal/state 1040 experience, and strong communication skills.