Remote Tax Advisor (CPA/EA) for Virtual Returns

Intuit, Inc.; New York (NY); A distancia; USD 40.000 - 51.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products. This virtual, customer-facing role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will assist with tax guidance, calculations, and full-service return preparation while maintaining customer empathy and accuracy. Candidates should have 2+ seasons of 1040 experience, PTIN, and readiness to work a minimum of 20 hours per week

Formación

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state 1040 preparation for at least 30 clients per season using commercial tax software.
• Must possess or obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsabilidades

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and contribute to KPI metrics.
• Participate in training, pilot testing, and cross-training as needed.

Conocimientos

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products. This virtual, customer-facing role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will assist with tax guidance, calculations, and full-service return preparation while maintaining customer empathy and accuracy. Candidates should have 2+ seasons of 1040 experience, PTIN, and readiness to work a minimum of 20 hours per week