Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Davenport (IA); Remote; USD 34,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a remote tax expert with active credentials (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to prepare their taxes and strengthen the Intuit brand. The role emphasizes video-based customer interactions, high-quality service, and adherence to company KPI metrics.

Qualifications

• Must possess an active unrestricted credential: CPA, EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or 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; solid computer skills.
• Strong customer service skills and ability to communicate clearly via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and ability to work with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signatures.
• Provide tax advice, explanations of tax terms, and software inquiries.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Leverage government resources and team expertise to deliver accurate answers.
• Apply procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company 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

Active CPA/EA/Attorney

Bilingual EN/ES (plus)

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a remote tax expert with active credentials (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to prepare their taxes and strengthen the Intuit brand. The role emphasizes video-based customer interactions, high-quality service, and adherence to company KPI metrics.