Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Lexington (KY); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax.

This remote, customer-facing role focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately and confidently. You will use state-of-the-art video tools to assist clients, perform full service returns, and ensure compliance while meeting key performance metrics.

Qualifications

• Must hold an active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of recent federal/state individual 1040 return prep for at least 30 clients per season.
• Must have or be able to obtain state licenses/certificates/bonds.
• Active PTIN required.

Responsibilities

• Virtual, customer-facing role using 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.
• Reference government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, pilot tests, and additional development as required.

Skills

Active credential

Tax prep experience

Customer service

Video communications

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax.

This remote, customer-facing role focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately and confidently. You will use state-of-the-art video tools to assist clients, perform full service returns, and ensure compliance while meeting key performance metrics.