Virtual Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Erie (Erie County); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns virtually using video tools.

You will provide expert tax guidance, perform full-service returns, answer product questions, document interactions, and work toward KPI targets while training on new offerings. Candidates must meet licensing requirements, have 2+ seasons of 1040 prep for at least 30 clients, and reside in the

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• State licenses, certificates, permits, or bonds as required.
• Active PTIN.
• Willingness to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have dedicated hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video using Smartlook.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high-quality customer interactions using empathy and tax expertise.
• Refer to government and professional resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilot testing, projects, and experience validations; training as required.

Skills

Tax preparation expertise

Verbal & written communication

Customer service

Bilingual English/Spanish

Critical thinking

Tech proficiency

Video/remote interaction

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns virtually using video tools.

You will provide expert tax guidance, perform full-service returns, answer product questions, document interactions, and work toward KPI targets while training on new offerings. Candidates must meet licensing requirements, have 2+ seasons of 1040 prep for at least 30 clients, and reside in the