Remote Tax Advisor & Prep Specialist (EA/CPA)

Intuit, Inc.

Delaware (OH)

Remote

USD 34,000 - 43,000

Full time

5 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking qualified tax professionals to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently.

Required credentials include CPA/EA/Practicing Attorney with 2+ years of federal/state 1040 preparation experience and active PTIN. Remote work with flexible hours and ongoing training are offered.

Qualifications

  • Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
  • 2+ years preparing federal/state 1040 returns for 30+ clients per season using tax software.
  • State licenses/certificates/permits/bonds as required; PTIN active.

Responsibilities

  • Virtual, customer-facing role using video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Document customer interactions and meet KPI metrics and Big Bet Goals.
  • Participate in training, pilot tests, and development activities as required.

Skills

Excellent communication skills
Customer service skills
Video/Audio tool proficiency
Tax knowledge
Problem solving

Education

Certified Public Accountant (CPA)
Enrolled Agent (EA)
Practicing Attorney

Tools

TurboTax software
Commercial tax software

Job description

Intuit, Inc. is seeking qualified tax professionals to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently.

Required credentials include CPA/EA/Practicing Attorney with 2+ years of federal/state 1040 preparation experience and active PTIN. Remote work with flexible hours and ongoing training are offered.

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