Remote Tax Advisor - CPA/EA for TurboTax Help

Intuit, Inc.; Johnstown (Cambria County); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly skilled tax professional to assist TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms using video communications software, while ensuring accuracy and customer satisfaction. Requirements include an active CPA/EA/Attorneys credential, 2+ years of federal/state 1040 prep for many clients, PTIN, and willingness to work at least 20 hours weekly from the United States.

Qualifications

• Must possess active unrestricted credential: CPA, EA or practicing attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 preparation for 30+ clients per season using commercial software.
• Must hold PTIN and be willing to obtain state licenses as needed.
• Willingness to work minimum 20 hours per week and reside in the United States.

Responsibilities

• Interact with customers via video communications software to provide expert tax guidance.
• Assist with tax return preparation, calculations, and signature for TurboTax customers.
• Document customer interactions and adhere to defined policies and procedures.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Communication

Video calls

Customer service

Education

CPA/EA/Attorney credential

Job description

Intuit, Inc. seeks a highly skilled tax professional to assist TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms using video communications software, while ensuring accuracy and customer satisfaction. Requirements include an active CPA/EA/Attorneys credential, 2+ years of federal/state 1040 prep for many clients, PTIN, and willingness to work at least 20 hours weekly from the United States.