Remote Tax Advisor (CPA/EA) for TurboTax Help

Intuit, Inc.; Alexandria (VA); 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, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, while enhancing the brand and empowering clients to file accurately. The position emphasizes delivering high-quality customer interactions, leveraging government resources, and adhering to company procedures.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, 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 and computer software.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated 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 video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and tax knowledge.
• Utilize government websites and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPIs 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 expertise

Bilingual English/Spanish

Strong communication skills

Video-based customer service

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, while enhancing the brand and empowering clients to file accurately. The position emphasizes delivering high-quality customer interactions, leveraging government resources, and adhering to company procedures.