Remote Tax Advisor (CPA/EA) - TurboTax Expert

Intuit, Inc.; Concord (NC); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. TurboTax is seeking a highly motivated tax professional with an active unrestricted credential to assist customers remotely.

You'll provide expert tax guidance, live support for tax preparation and signature, and explanations of tax terms using our video tools.

You will document interactions, meet KPI targets, participate in pilot projects, complete training, and may use English/Spanish in client communications.

Qualifications

• Active, unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge.
• 2+ years of federal/state individual 1040 prep experience
• Must have or obtain PTIN and related state licenses
• Willing to work a minimum of 20 hours per week
• Strong computer and software proficiency

Responsibilities

• Virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including advice and full service preparation and signature.
• Provide clear explanations of tax and technical terms to customers.
• Use government websites and resources to deliver accurate answers in plain language.
• Document all customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and training required by the business.

Skills

Unrestricted credential

Tax preparation experience

PTIN

Video/phone communication

Bilingual English/Spanish

Job description

Intuit, Inc. TurboTax is seeking a highly motivated tax professional with an active unrestricted credential to assist customers remotely.

You'll provide expert tax guidance, live support for tax preparation and signature, and explanations of tax terms using our video tools.

You will document interactions, meet KPI targets, participate in pilot projects, complete training, and may use English/Spanish in client communications.