Remote Tax Advisor (CPA/EA) - Expert Returns

Intuit, Inc.; Kansas City (MO); Remote; USD 30,000 - 47,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with active unrestricted credentials to help customers complete their taxes using TurboTax products.

This remote, customer-facing role involves providing expert tax guidance, preparation, and explanations of tax terms to empower customers in filing their returns. You will interact via video software, document interactions, and strive to meet KPI metrics.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns experience for many clients per season.
• Proficient with TurboTax or similar tax preparation software.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions with deep knowledge of tax preparation and customer empathy.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training and development as required by the business.

Skills

Active credential (CPA/EA/Attorney)

2+ years tax prep experience

Strong communication skills

Bilingual English/Spanish a plus

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with active unrestricted credentials to help customers complete their taxes using TurboTax products.

This remote, customer-facing role involves providing expert tax guidance, preparation, and explanations of tax terms to empower customers in filing their returns. You will interact via video software, document interactions, and strive to meet KPI metrics.