Remote Tax Advisor: Expert CPA/EA for TurboTax Guidance

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax concepts. You will resolve inquiries, perform full-service returns, and deliver clear, friendly support using video tools.

Candidates should hold CPA/EA/Practicing Attorney credentials, have 2+ years of 1040 prep experience, and be comfortable working at least 20 hours/week from a remote home office in the United States.

Qualifications

• Must possess an active unrestricted credential (CPA/EA/Practicing Attorney).
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• Must possess or obtain state licenses and PTIN.
• Familiar with Circular 230 and tax rules.
• Proficient with tax software and online tools.
• Strong communication and customer empathy.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with deep tax knowledge and empathy.
• Utilize government websites and resources to deliver the right answer in plain language.
• Apply procedures and policies to troubleshoot tax advice and prep inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Research skills

Problem solving

Video/Audio tooling

Bilingual English/Spanish

Fast-paced work

Education

CPA/EA/Practicing Attorney credential

PTIN

State licenses (optional)

Tools

Smartlook video software

Tax software

Job description

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax concepts. You will resolve inquiries, perform full-service returns, and deliver clear, friendly support using video tools.

Candidates should hold CPA/EA/Practicing Attorney credentials, have 2+ years of 1040 prep experience, and be comfortable working at least 20 hours/week from a remote home office in the United States.