Remote Tax Advisor (CPA/EA) for TurboTax Help

Intuit, Inc.; Little Rock (AR); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax.

The role is virtual and customer-facing, using state-of-the-art video tools to guide taxpayers through returns, provide tax advice, and handle full-service preparation and signatures. Qualified candidates hold an active CPA/EA or practicing attorney license with strong tax knowledge and high customer-service skills.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must have or obtain state licenses, PTIN, and be willing to work a minimum of 20 hours per week.
• Experience with Circular 230 and strong customer service skills for video/audio interactions.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, including advice, full service preparation and signatures, and product inquiries.
• Provide high-quality customer interactions using empathy and tax knowledge.
• Research using government sites and professional resources to deliver accurate answers in everyday language.
• Apply policies to resolve tax advice and preparation inquiries and document interactions.
• Work toward meeting KPIs and participate in pilots and projects as needed.
• Complete required training and development, including compliance and cross-training.

Skills

CPA credential

EA credential

Attorney

Tools

TurboTax software

Smartlook video

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax.

The role is virtual and customer-facing, using state-of-the-art video tools to guide taxpayers through returns, provide tax advice, and handle full-service preparation and signatures. Qualified candidates hold an active CPA/EA or practicing attorney license with strong tax knowledge and high customer-service skills.