Senior Tax Pro (CPA/EA) - Remote Tax Advisory Expert

Intuit, Inc.; Monroe (MI); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will use video tools to interact with clients and deliver high-quality service while helping customers complete federal and state returns.

Must hold an active CPA/EA/Attorney credential, have tax prep experience, and be comfortable with fast-paced environments. Remote role with flexible hours and training provided.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state 1040 preparation for multiple clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses/certificates/bonds and PTIN.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service and communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in tax preparation.
• Utilize government websites and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; training may be required.

Skills

Tax preparation experience

Excellent communication

Video/remote interaction

Bilingual English/Spanish

Education

Active unrestricted credential (EA/CPA/Practicing Attorney)

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will use video tools to interact with clients and deliver high-quality service while helping customers complete federal and state returns.

Must hold an active CPA/EA/Attorney credential, have tax prep experience, and be comfortable with fast-paced environments. Remote role with flexible hours and training provided.