Remote Tax Advisor (CPA/EA) - Expert Tax Prep

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with TurboTax. You will provide expert tax guidance, perform full service return preparation for federal and state returns, and answer software questions via video interactions.

The role requires an unrestricted credential (CPA/EA/Practicing Attorney), 2+ tax-season experience, PTIN, and a willingness to train and meet KPI targets. US residency is required.

Qualifications

• This role requires an active unrestricted credential (CPA/EA/Attorney) with strong tax knowledge.
• Minimum 2+ tax season years preparing federal and state 1040s for many clients using tax software.
• Must hold or be able to obtain state licenses and PTIN; a hardwired internet connection is required.
• Bilingual English/Spanish is a plus; US residency is required.

Responsibilities

• Provide tax guidance and full service return preparation and signing for TurboTax customers.
• Answer product/software questions and compute tax calculations via video interactions.
• Document customer interactions and adhere to KPI targets and training requirements.
• Participate in pilot tests and cross-training as directed by the business.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation experience

1040 federal/state prep for 30 clients

PTIN holder

State licenses or ability to obtain

Dedicated hardwired internet

Video/phone customer service

Bilingual English/Spanish a plus

Fast-paced, high accuracy

Proficient with computers/software

Education

CPA/EA/Attorney credentials

Tools

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with TurboTax. You will provide expert tax guidance, perform full service return preparation for federal and state returns, and answer software questions via video interactions.

The role requires an unrestricted credential (CPA/EA/Practicing Attorney), 2+ tax-season experience, PTIN, and a willingness to train and meet KPI targets. US residency is required.