Virtual Tax Advisor (CPA/EA/Attorney) for Expert Returns

Intuit, Inc.; Athens (GA); À distance; USD 60 000 - 90 000; Plein temps

Résumé du poste

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax preparation and explanations of tax terms.

This remote role emphasizes expert guidance, customer delight, and brand empowerment as you support customers preparing their taxes. You will interact via video, provide full service return preparation, and assist with tax calculations while meeting KPI targets and undergoing required

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years federal/state 1040 preparation for ≥30 clients per season using tax software.
• Must possess or obtain state licenses/certifications/permits/bonds.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; able to use video/audio tools.
• Bilingual English/Spanish is a plus.

Responsabilités

• This is a virtual, customer-facing role; will use video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilot tests and required trainings.

Connaissances

Excellent communication

Video/phone customer support

Tax expertise

Bilingual English/Spanish

Proficient with technology

Strong research/problem solving

Formation

CPA/EA/Practicing Attorney credential

Outils

TurboTax

Video software (Smartlook)

Circular 230 knowledge

Description du poste

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax preparation and explanations of tax terms.

This remote role emphasizes expert guidance, customer delight, and brand empowerment as you support customers preparing their taxes. You will interact via video, provide full service return preparation, and assist with tax calculations while meeting KPI targets and undergoing required