Remote Tax Advisor — CPA/EA for TurboTax Help

Intuit, Inc.

Louisville (KY)

Remote

USD 36,000 - 47,000

Full time

9 hours ago

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Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms.

You will use our video communications tools to guide customers through their returns, deliver high-quality service, and help them understand complex tax concepts. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of 1040 experience for numerous clients.

Qualifications

Active unrestricted credential: CPA/EA/Attorney with tax preparation experience.
2+ years of federal/state individual 1040 tax return prep for 30+ clients per season using tax software.
Must possess or obtain state licenses, permits, bonds, and a PTIN.
Willing to work at least 20 hours per week.
Knowledge of Circular 230; proficient with computers and software.
Bilingual English/Spanish a plus.
Must reside in the United States.

Responsibilities

Assist customers virtually via video communications to complete tax returns.
Provide tax advice and perform full-service return preparation with signatures.
Explain tax terms and calculations to customers in plain language.
Document all customer interactions and strive to meet KPI metrics and program goals.
Participate in required training and development as directed.