Remote Tax Advisor (CPA/EA) – Expert Returns

Intuit, Inc.; Lake Elmo (MN); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their returns.

You will provide expert guidance, tax preparation, and explanations of terms using a state-of-the-art video platform while advancing the brand and customer delight. Qualified candidates hold an active CPA/EA/Attorney credential with strong tax knowledge and at least 2 years of federal/state 1040 prep experience for numerous clients.

Qualifications

• Must possess an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 return experience for at least 30 clients per season.
• Must possess or be able to obtain related State licenses/certificates.
• PTIN is required.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Deliver high-quality customer interactions using deep tax knowledge and empathy.
• Utilize government resources and team expertise to deliver accurate answers.
• Follow defined practices and company policies to troubleshoot tax questions.
• Document customer interactions and outcomes.
• Meet KPIs and Big Bet Goals; participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Education

CPA/EA/Attorney license

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their returns.

You will provide expert guidance, tax preparation, and explanations of terms using a state-of-the-art video platform while advancing the brand and customer delight. Qualified candidates hold an active CPA/EA/Attorney credential with strong tax knowledge and at least 2 years of federal/state 1040 prep experience for numerous clients.