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

Intuit, Inc.; South Bend (IN); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

This virtual role requires active credentials (CPA/EA/Attorney), strong communication, and the ability to work at least 20 hours per week. You will interact with customers via video, leverage resources, and meet KPI targets while completing the required

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses/certifications; PTIN; Cy 230 familiarity; proficient with technology.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video using our software.
• Assist TurboTax customers with tax returns, full service preparation and signatures, product inquiries, and tax calculations.
• Deliver high quality customer interactions through empathy and tax expertise.
• Leverage government resources and team expertise to provide accurate answers in everyday language.
• Follow defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions and maintain records.
• Contribute toward KPIs and Big Bet goals; participate in pilots and validations as needed.
• Complete required training and development, including compliance, up-skilling, and cross-training.

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

This virtual role requires active credentials (CPA/EA/Attorney), strong communication, and the ability to work at least 20 hours per week. You will interact with customers via video, leverage resources, and meet KPI targets while completing the required