Remote Tax Advisor (CPA/EA) - Expert Returns

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual environment. You will guide customers with expert tax preparation, explanations of tax terms, and support for both individual and delegated returns.

The role emphasizes delivering exceptional customer experiences, leveraging resources and training to meet KPI targets, and participating in ongoing professional development while working from a remote US location.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years of federal/state 1040 preparation for 30+ clients per season using commercial tax software.
• State licenses/permits/permits or bonds required.
• PTIN and willingness to obtain if not held.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to find correct information in plain language.
• Follow defined practices to troubleshoot inquiries and document interactions.
• Work toward KPI metrics and participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual environment. You will guide customers with expert tax preparation, explanations of tax terms, and support for both individual and delegated returns.

The role emphasizes delivering exceptional customer experiences, leveraging resources and training to meet KPI targets, and participating in ongoing professional development while working from a remote US location.