Remote Tax Advisor (CPA/EA) for TurboTax Prep

Intuit, Inc.; Broomfield (CO); Remote; USD 37,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax preparation virtually. You will use video tools to provide expert guidance, explain tax terms, and help customers file accurately.

The role requires 2+ years of federal/state 1040 experience, strong communication, and the ability to work at least 20 hours per week. A wired internet connection and English/Spanish skills are a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 experience for 30+ clients per season.

Responsibilities

• Interact with customers via video in a virtual setting.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and assist with tax calculations.
• Document interactions and follow procedures to resolve inquiries.
• Meet KPI metrics and participate in trainings and pilot projects.

Skills

Active CPA/EA/Attorney

Customer service

Strong tax knowledge

Bilingual EN/ES

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax preparation virtually. You will use video tools to provide expert guidance, explain tax terms, and help customers file accurately.

The role requires 2+ years of federal/state 1040 experience, strong communication, and the ability to work at least 20 hours per week. A wired internet connection and English/Spanish skills are a plus.