Remote Tax Advisor (CPA/EA) for TurboTax

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

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete and review their tax returns via virtual video sessions.

You will provide expert tax guidance, perform full-service return preparation, and answer product and tax-related questions with clear, everyday language. Ideal candidates have 2+ years of federal/state 1040 prep experience, PTIN, and a strong knowledge of tax laws.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 tax return prep for 30+ clients per season using commercial tax software.
• State licenses/certifications or ability to obtain.
• PTIN required.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Interact with customers via video using our software to provide tax guidance.
• Assist TurboTax customers with tax return prep, advice, product questions, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to deliver accurate answers.
• Document customer interactions and follow company procedures; meet KPIs and participate in pilots when needed.
• Complete required training and development as determined by the business.

Skills

CPA

EA

Practicing Attorney

Tax preparation

Bilingual English/Spanish

Education

Professional credentials in tax

Tools

Commercial tax preparation software

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete and review their tax returns via virtual video sessions.

You will provide expert tax guidance, perform full-service return preparation, and answer product and tax-related questions with clear, everyday language. Ideal candidates have 2+ years of federal/state 1040 prep experience, PTIN, and a strong knowledge of tax laws.