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

Intuit, Inc.; Wilmington (DE); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks experienced tax professionals to assist TurboTax users with expert guidance, tax preparation, and explanations of tax terms via a virtual, customer-facing role.

You will utilize state-of-the-art video tools to deliver high-quality support and compliance in a fast-paced environment. Requirements include CPA/EA or practicing attorney credentials, 2+ years of 1040 prep for numerous clients per season, PTIN, and ability to work at least 20 hours per week.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, permits, or bonds and a PTIN.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document interactions.
• Follow defined procedures to troubleshoot and resolve tax questions and preparation inquiries.
• Utilize government sites and resources to deliver accurate answers.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Video calls

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. seeks experienced tax professionals to assist TurboTax users with expert guidance, tax preparation, and explanations of tax terms via a virtual, customer-facing role.

You will utilize state-of-the-art video tools to deliver high-quality support and compliance in a fast-paced environment. Requirements include CPA/EA or practicing attorney credentials, 2+ years of 1040 prep for numerous clients per season, PTIN, and ability to work at least 20 hours per week.