Virtual Senior Tax Advisor (EA/CPA)

Intuit, Inc.; Birmingham (AL); Remote; USD 39,000 - 47,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their individual returns remotely.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language using video tools.

A current unrestricted credential and strong communication help you succeed; flexible training and performance-based rewards accompany competitive compensation.

Qualifications

• Active unrestricted credential required (CPA/EA or practicing attorney).
• 2+ years of federal/state individual 1040 tax return preparation.
• Must hold PTIN and state licensure or be able to obtain.
• Strong knowledge of tax laws and customer service via video.

Responsibilities

• Interact with customers via video communications to provide tax guidance and preparation.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and projects as needed.

Skills

Active CPA/EA/Practicing Attorney

Tax preparation

Excellent communication skills

Video/Audio customer interactions

PTIN holder

Bilingual English/Spanish

Unrestricted credential

Tools

TurboTax software

Smartlook video tool

Tax research tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their individual returns remotely.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language using video tools.

A current unrestricted credential and strong communication help you succeed; flexible training and performance-based rewards accompany competitive compensation.