Remote Tax Advisor (CPA/EA) — Tax Return Expert

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 36,000 - 47,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax returns, advice, and product inquiries. You will leverage your active credential (CPA/EA/Attorneys) and strong communication skills to explain tax concepts clearly and accurately.

In this role you will use Smartlook for video interactions, document customer conversations, and meet KPI targets while completing required training and ongoing professional development.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for many clients per season.
• State licenses or ability to obtain, and PTIN.
• Willing to work minimum 20 hours per week.
• Strong knowledge of tax laws and Circular 230.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook video software to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and deep tax expertise.
• Use government sites and resources to deliver correct answers in everyday language.
• Apply defined practices and company policies to troubleshoot inquiries.
• Document customer interactions and outcomes.
• Work toward KPIs and Big Bet Goals and participate in pilots and trainings as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation expertise

Customer service

Verbal and written communication

Bilingual English/Spanish

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax returns, advice, and product inquiries. You will leverage your active credential (CPA/EA/Attorneys) and strong communication skills to explain tax concepts clearly and accurately.

In this role you will use Smartlook for video interactions, document customer conversations, and meet KPI targets while completing required training and ongoing professional development.