Remote Tax Pro Advisor (CPA/EA)

Intuit, Inc.; Pittsburgh (Allegheny County); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax concepts using video interactions.

Qualified candidates will hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 prep experience and PTIN; bilingual in English/Spanish is a plus. Remote, 20+ hours weekly, U.S. residents only.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax prep experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related state licenses/certificates/permits.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice and full-service return preparation and signature.
• Explain tax concepts and guide customers using plain language; reference government sites and professional resources.
• Document customer interactions and contribute to KPI metrics and business initiatives.

Skills

Unrestricted credential

Tax prep exp

Bilingual plus

Tech proficient

Excellent communication

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax Software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax concepts using video interactions.

Qualified candidates will hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 prep experience and PTIN; bilingual in English/Spanish is a plus. Remote, 20+ hours weekly, U.S. residents only.