Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Aurora (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to help TurboTax customers complete their federal and state returns with expert guidance.

This virtual, client-facing role emphasizes clear explanations of tax terms and efficient problem-solving while delivering excellent customer service. The ideal candidate holds an unrestricted CPA/EA/Practicing Attorney credential, has 2+ years of returns experience, and is comfortable using commercial tax software.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) hardwired internet that meets security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers working on tax returns or delegated returns with tax advice, full service return preparation, and product inquiries.
• Create high quality customer interactions using deep customer empathy and extensive tax knowledge.
• Use government sites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation expertise

Customer service

Verbal and written communication

Critical thinking

Problem solving

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking an experienced tax professional to help TurboTax customers complete their federal and state returns with expert guidance.

This virtual, client-facing role emphasizes clear explanations of tax terms and efficient problem-solving while delivering excellent customer service. The ideal candidate holds an unrestricted CPA/EA/Practicing Attorney credential, has 2+ years of returns experience, and is comfortable using commercial tax software.