Remote Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Huntington Beach (CA); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers virtually with tax returns, guidance, and explanations of tax terms.

The role emphasizes expert knowledge, clear communication, and a customer-centric approach to empower users to complete their taxes. You will work with state and federal returns, utilize trusted resources, and participate in training and pilot projects to improve customer experiences.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of recent federal and state 1040 tax returns prep for at least 30 clients.
• Able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN holder.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, tax advice, and product inquiries.
• Provide high-quality, empathetic customer interactions and explain tax concepts clearly.
• Leverage government sites and resources to deliver accurate answers.
• Follow defined processes to resolve tax preparation inquiries.

Skills

Active credential

Tax preparation

Customer service

Video communication

TurboTax software

Education

CPA

EA

Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers virtually with tax returns, guidance, and explanations of tax terms.

The role emphasizes expert knowledge, clear communication, and a customer-centric approach to empower users to complete their taxes. You will work with state and federal returns, utilize trusted resources, and participate in training and pilot projects to improve customer experiences.