Remote Tax Advisor: CPA/EA Expert Guidance

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated Tax Specialist with active CPA/EA/Attorney credentials to assist TurboTax customers remotely in completing federal and state returns. You will provide tax guidance, perform full-service preparation, and explain tax terms to customers.

You’ll use video communications and rely on government sites and company experts to deliver accurate answers in plain language. Training, compliance, and continuous development are required.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• State licenses/certificates/permits/bonds as needed.
• Active PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Strong communication and problem-solving skills.
• Can work in fast-paced environment with minimal supervision.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep tax knowledge.
• Use government/professional resources to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and trainings.

Skills

CPA

EA

Attorney

Job description

Intuit, Inc. is seeking a highly motivated Tax Specialist with active CPA/EA/Attorney credentials to assist TurboTax customers remotely in completing federal and state returns. You will provide tax guidance, perform full-service preparation, and explain tax terms to customers.

You’ll use video communications and rely on government sites and company experts to deliver accurate answers in plain language. Training, compliance, and continuous development are required.