Remote Tax Advisor: Expert CPA/EA/Attny Guidance

Intuit, Inc.; Center Square (PA); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their returns with expert guidance and explanations of tax terms. The role is virtual and requires engaging customers through state-of-the-art video communications to deliver accurate, confident support.

Ideal candidates hold an active credential (CPA/EA/Attorney) and have 2+ years of experience preparing federal/state 1040s for many clients. Familiarity with TurboTax and a dedicated internet connection are essential.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• Experience preparing federal and state individual 1040 returns dominated by volume per season.
• Proficiency with commercial tax preparation software and related tools.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in plain language and document customer interactions.
• Follow defined procedures and policies to resolve tax advice and preparation inquiries.
• Meet KPI metrics and participate in pilot testing and training as required.

Skills

Active credential

Tax preparation experience

Strong communication

Video conferencing

Bilingual English/Spanish

TurboTax knowledge

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their returns with expert guidance and explanations of tax terms. The role is virtual and requires engaging customers through state-of-the-art video communications to deliver accurate, confident support.

Ideal candidates hold an active credential (CPA/EA/Attorney) and have 2+ years of experience preparing federal/state 1040s for many clients. Familiarity with TurboTax and a dedicated internet connection are essential.