Remote Tax Advisor (CPA/EA) – Expert Guidance

Intuit, Inc.; Toledo (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) for a virtual TurboTax support role.

You will guide customers through their tax returns, provide expert tax explanations, and help with full service return preparation and signatures, using video communications. Work from home nationwide, maintain customer empathy, use government sites and TurboTax resources, complete required trainings, and meet KPI goals.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 preparation experience for at least 30 clients per season.
• Must have or obtain state licenses, PTIN, and be willing to work minimum 20 hours per week.
• Strong knowledge of Circular 230 and professional conduct.
• Excellent verbal and written communication, fast-paced work ability.
• Dedicated hardwired internet connection meeting security criteria.
• United States residency; English/Spanish bilingual is a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot tests, projects, and required trainings.

Skills

Strong tax preparation experience

Excellent communication skills

Video/audio customer interactions

Customer service orientation

Problem solving

Education

CPA / EA / Practicing Attorney credential

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) for a virtual TurboTax support role.

You will guide customers through their tax returns, provide expert tax explanations, and help with full service return preparation and signatures, using video communications. Work from home nationwide, maintain customer empathy, use government sites and TurboTax resources, complete required trainings, and meet KPI goals.