Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Barco (NC); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated Tax Advisor to assist TurboTax customers with tax guidance and full-service return preparation in a virtual, customer-facing role.

You will explain tax concepts clearly, use Smartlook for interactions, and leverage government resources to deliver accurate answers. The role requires active CPA/EA/Attorney credentials, strong communication skills, and the ability to work at least 20 hours per week from the United States.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of federal and state individual 1040 tax returns prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and tax software.
• Strong customer service via video/audio in a professional manner.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish a plus

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government websites and resources to find the right answer using everyday language.
• Follow defined practices and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Active CPA/EA/Practicing Attorney

Excellent communication skills

Bilingual English/Spanish

Video/online support proficiency

Education

Active state licenses/certificates

PTIN (Preparer Tax Identification Number)

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated Tax Advisor to assist TurboTax customers with tax guidance and full-service return preparation in a virtual, customer-facing role.

You will explain tax concepts clearly, use Smartlook for interactions, and leverage government resources to deliver accurate answers. The role requires active CPA/EA/Attorney credentials, strong communication skills, and the ability to work at least 20 hours per week from the United States.