Remote Tax Advisor (CPA/EA) — Expert Returns & Guidance

Intuit, Inc.; Toledo (OH); Remote; USD 34,000 - 41,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual role provides expert guidance, tax preparation, and explanations of tax terms, aiming to delight customers and empower them to prepare their taxes. You will work via state-of-the-art video tools, assisting with tax advice, full service return preparation, and product inquiries, while meeting KPI metrics and participating in trainings as required.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 prep experience for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer operations and software knowledge.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive tax knowledge.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Critical thinking

Video conferencing

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook video software

Job description

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual role provides expert guidance, tax preparation, and explanations of tax terms, aiming to delight customers and empower them to prepare their taxes. You will work via state-of-the-art video tools, assisting with tax advice, full service return preparation, and product inquiries, while meeting KPI metrics and participating in trainings as required.