Virtual Tax Advisor | CPA/EA/Attorney

Intuit, Inc.; White Bear Lake (MN); À distance; USD 34 000 - 43 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits package

Remote, virtual role

Résumé du poste

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

The position emphasizes expert tax guidance, clear explanations of tax terms, and delivering excellent customer experiences to empower taxpayers. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), strong communication skills, and the ability to work remotely from the United States.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent federal and state individual 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Must be willing to work a minimum of 20 hours per week.

Responsabilités

• Interact with customers via video communications software to provide tax guidance.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Answer product questions, perform tax calculations, and explain terms in everyday language.
• Document customer interactions and work toward KPI metrics.
• Participate in training and development as required.

Connaissances

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Communication skills

Research and problem solving

Formation

CPA/EA/Practicing Attorney credential

Description du poste

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

The position emphasizes expert tax guidance, clear explanations of tax terms, and delivering excellent customer experiences to empower taxpayers. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), strong communication skills, and the ability to work remotely from the United States.