Remote Tax Advisor (CPA/EA) - Expert Guidance & Prep

Intuit, Inc.; Town of Ossining (NY); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns through a virtual, video-enabled interface. You will deliver expert guidance, perform tax preparation, and explain tax terms clearly to empower customers to complete their taxes.

The role emphasizes excellent communication, adherence to policies, and achievement of KPI targets while contributing to brand delight and customer success.

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 returns for many clients.
• Must have or obtain related State licenses, PTIN, and be willing to work at least 20 hours per week.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return preparation and signature.
• Explain tax terms and guide customers using everyday language.
• Document interactions and work toward KPI metrics and program goals.

Skills

Active credential proficiency

Tax preparation expertise

Customer service

Video/remote support tech

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns through a virtual, video-enabled interface. You will deliver expert guidance, perform tax preparation, and explain tax terms clearly to empower customers to complete their taxes.

The role emphasizes excellent communication, adherence to policies, and achievement of KPI targets while contributing to brand delight and customer success.