Remote Tax Advisor (EA/CPA) – TurboTax Expert

Intuit, Inc.

Bloomington (IL)

Remote

USD 38,000 - 48,000

Full time

16 hours ago
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Benefits offered by this job

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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service returns, and explain tax terms in plain language to empower customers. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have strong communication skills, with prior federal/state 1040 experience.

Qualifications

  • Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
  • 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
  • Willing to obtain required state licenses and PTIN.

Responsibilities

  • This is a virtual, customer-facing role; you will use video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
  • Document customer interactions and work toward meeting KPI metrics and program goals.
  • Participate in pilot tests, projects, and training as required.

Skills

Tax preparation
Customer communication
Video interactions
Bilingual English/Spanish

Tools

TurboTax software
Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service returns, and explain tax terms in plain language to empower customers. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have strong communication skills, with prior federal/state 1040 experience.

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