Remote Tax Advisor (CPA/EA) | TurboTax Expert

Intuit, Inc.; Houma (LA); Remote; USD 55,000 - 90,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers through TurboTax products in a virtual, remote role.

You will provide expert tax guidance, support full-service return preparation, and explain tax and technical terms to customers to empower them to prepare their taxes. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of recent federal/state 1040 experience for 30+ clients per season.

Qualifications

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

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Assist with tax preparation services including full-service returns and explanations of tax terms.
• Document interactions and support customers to meet KPIs and participate in trainings.

Skills

Tax expertise

Customer service

Video calls

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers through TurboTax products in a virtual, remote role.

You will provide expert tax guidance, support full-service return preparation, and explain tax and technical terms to customers to empower them to prepare their taxes. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of recent federal/state 1040 experience for 30+ clients per season.