Remote Tax Advisor (CPA/EA) — Expert Returns

Intuit, Inc.; Deerfield (IL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking tax professionals to guide customers through their TurboTax returns in a fully remote, customer-facing capacity.

You will provide expert tax advice, perform full-service return preparation, and help customers understand tax terminology through clear, everyday language. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state individual 1040s for a large client base.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal/state individual 1040 tax return prep for at least 30 clients per season.
• Willingness to obtain any related state licenses, permits, or bonds.

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.
• Document customer interactions and work toward meeting company KPIs and goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Verbal communication

Written communication

Customer service

Critical thinking

Education

EA credential

CPA credential

Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking tax professionals to guide customers through their TurboTax returns in a fully remote, customer-facing capacity.

You will provide expert tax advice, perform full-service return preparation, and help customers understand tax terminology through clear, everyday language. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state individual 1040s for a large client base.