Senior Tax Pro — Remote Tax Prep & Advisory

Intuit, Inc.; Overland Park (KS); Remote; USD 34,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax advisor to help TurboTax customers complete their tax returns with expert guidance and clear explanations. You will work remotely with video tools and aim to empower customers to file accurately and confidently.

Requirements include active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience for many clients; you must reside in the United States and have reliable internet.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Provide tax advice and full service return preparation.
• Explain tax terms and troubleshoot inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax advisor to help TurboTax customers complete their tax returns with expert guidance and clear explanations. You will work remotely with video tools and aim to empower customers to file accurately and confidently.

Requirements include active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience for many clients; you must reside in the United States and have reliable internet.