Remote Tax Expert (CPA/EA) – Virtual Advisor

Intuit, Inc.; Akron (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers remotely. You will guide them through tax preparation, explain complex terms, and help them file confidently while enhancing the Intuit brand.

You will work in a virtual, customer-facing role using video tools to provide tax advice, perform full service returns, answer product questions, and calculate taxes, all while meeting KPI goals and completing required training.

Qualifications

• Must possess an active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season using commercial software.
• Must possess or obtain related state licenses/certifications and PTIN.
• Willing to work minimum of 20 hours per week.
• Strong knowledge of Circular 230 and tax laws.
• Proficient with technology and customer service via video/audio tools.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Use government resources and team support to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Tax expertise

Customer communication

Video/remote support

Bilingual English/Spanish

Education

CPA/EA/Attorney certification

Tools

TurboTax software

Video conferencing

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers remotely. You will guide them through tax preparation, explain complex terms, and help them file confidently while enhancing the Intuit brand.

You will work in a virtual, customer-facing role using video tools to provide tax advice, perform full service returns, answer product questions, and calculate taxes, all while meeting KPI goals and completing required training.