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

Intuit, Inc.; Elk Grove (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms in a fully remote, virtual role.

The candidate must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040 returns. A minimum of 20 hours per week is required, with access to our secure video platform for customer interactions.

Qualifications

• Active unrestricted credential required (CPA/EA/Practicing Attorney).
• 2+ years of recent federal and state 1040 tax return prep for 30+ clients per season.
• Must have or obtain PTIN and state licenses as applicable.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio customer interactions.
• Knowledge of Circular 230 and tax regulations.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with deep customer empathy and tax expertise.
• Use government sites and resources to provide accurate answers in plain language.
• Document customer interactions and meet KPI metrics and project goals.
• Complete required training and development as determined by the business.

Skills

Active credentials

Tax preparation experience

Customer communication

Video-based service

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms in a fully remote, virtual role.

The candidate must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040 returns. A minimum of 20 hours per week is required, with access to our secure video platform for customer interactions.