Senior Tax Advisor (EA/CPA) - Remote TurboTax Expert

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax tax preparation and guidance in a virtual, customer-facing role.

You will use state-of-the-art video tools to help clients understand tax concepts and complete returns, delivering accurate explanations and expert service. You must hold an active CPA/EA/Attorney credential and have at least two years of recent federal/state 1040 preparation experience for many clients.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season, using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates or bonds and an active PTIN.
• Willingness to work a minimum of 20 hours per week; general knowledge of Circular 230.
• Willingness to obtain a dedicated hardwired internet connection meeting Intuit security criteria; bilingual English/Spanish a plus.

Responsibilities

• Interact with customers virtually using video communications software to provide expert tax guidance.
• Assist TurboTax customers with tax return preparation, tax calculations, and product/service inquiries.
• Create high-quality customer interactions and document interactions.
• Work toward meeting KPI metrics and participate in pilots and training as required.

Skills

Customer service

Video/audio communication

Verbal and written communication

Fast-paced work

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax tax preparation and guidance in a virtual, customer-facing role.

You will use state-of-the-art video tools to help clients understand tax concepts and complete returns, delivering accurate explanations and expert service. You must hold an active CPA/EA/Attorney credential and have at least two years of recent federal/state 1040 preparation experience for many clients.