Remote Tax Advisor (CPA/EA) – Expert 1040 Prep

Intuit, Inc.; Albuquerque (NM); Remote; USD 39,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax and technical terms.

You will interact through state-of-the-art video software, helping customers complete their returns and answering complex inquiries. Responsibilities include documenting interactions, adhering to policies, and achieving KPI targets while participating in training and pilot initiatives.

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 obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions using deep tax 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 per defined procedures.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing and projects as needed.
• Complete required training and development, including compliance and cross-training.

Skills

Customer service

Communication skills

Video/Audio tools

Problem solving

Research skills

Multilingual English/Spanish

Fast-paced environment

Technical literacy

Tools

Video conferencing tools

Intuit systems knowledge

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax and technical terms.

You will interact through state-of-the-art video software, helping customers complete their returns and answering complex inquiries. Responsibilities include documenting interactions, adhering to policies, and achieving KPI targets while participating in training and pilot initiatives.