Remote Tax Advisor Pro (CPA/EA/Attorney)

Intuit, Inc.; New Orleans (LA); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking a highly skilled tax professional to guide TurboTax customers through their returns.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language, while showcasing our brand and customer-obsessed approach. This is a virtual, customer-facing role requiring an unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills.

Qualifications

• Active, unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses/certs/permitting.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and product software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and cross-training as needed.

Skills

Customer service

Verbal communication

Written communication

Video interactions

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. in the United States is seeking a highly skilled tax professional to guide TurboTax customers through their returns.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language, while showcasing our brand and customer-obsessed approach. This is a virtual, customer-facing role requiring an unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills.