Remote Tax Expert & Advisor (CPA/EA/Attorney)

Intuit, Inc.; Ridgewood (NJ); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active credential to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance and perform full service returns while explaining tax terms and using government sources to answer questions. You will engage customers through video and audio tools, maintain professional communication, and work toward KPI goals.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Must have or obtain state licenses, PTIN, and be willing to work a minimum 20 hours/week.
• Strong knowledge of Circular 230 and tax laws; proficient with tax software.
• Must reside in the United States; English/Spanish bilingual a plus.

Responsibilities

• Assist TurboTax customers with tax returns and guidance via video.
• Provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and expertise.
• Utilize government resources and team knowledge to deliver correct answers in plain language.
• Document interactions and work toward KPI metrics and program goals.

Skills

Enrolled Agent (EA)

CPA (Certified Public Accountant)

Practicing Attorney

PTIN

Bilingual English/Spanish

Tools

TurboTax

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active credential to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance and perform full service returns while explaining tax terms and using government sources to answer questions. You will engage customers through video and audio tools, maintain professional communication, and work toward KPI goals.