Remote Tax Advisor (CPA/EA) – Expert Guidance

Intuit, Inc.; Overland Park (KS); Remote; USD 25.000 - 31.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Zusammenfassung

Intuit, Inc. is hiring a virtual Tax Advisor to assist TurboTax customers with tax preparation and expert guidance. The role requires an active CPA/EA/Practicing Attorney credential and strong communication skills, serving clients nationwide from a remote setup.

You will use video tools to interact with customers, provide accurate tax advice, and document interactions while working toward performance metrics. Training, compliance, and cross-training are part of the role.

Qualifikationen

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 prep for 30+ clients per season.
• Must have or obtain state licenses/certificates/permits.
• PTIN required.

Aufgaben

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return prep and signature.
• Answer product/software questions and tax calculations.
• Document customer interactions and meet KPI metrics.

Kenntnisse

Customer service

Verbal communication

Written communication

Problem solving

Fast-paced environment

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Jobbeschreibung

Intuit, Inc. is hiring a virtual Tax Advisor to assist TurboTax customers with tax preparation and expert guidance. The role requires an active CPA/EA/Practicing Attorney credential and strong communication skills, serving clients nationwide from a remote setup.

You will use video tools to interact with customers, provide accurate tax advice, and document interactions while working toward performance metrics. Training, compliance, and cross-training are part of the role.