Virtual Tax Advisor - CPA/EA/Attorney for Expert Returns

Intuit, Inc.; Needham (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products in a remote, virtual role.

You will provide expert guidance, tax preparation, and explanations of tax terms to customers, aiming to enhance the brand while enabling customers to prepare their taxes. Requirements include active CPA/EA or practicing attorney credentials, 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and strong

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.
• Must possess or obtain state licenses, PTIN, and a dedicated internet connection.
• Must reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• Provide tax guidance and full-service return prep via virtual video interactions.
• Answer tax and product questions, perform calculations, and document interactions.
• Meet KPIs and participate in training and pilots.

Skills

Active CPA

Active EA

Practicing Attorney

Tax preparation experience

Video conferencing

Tools

TurboTax software

Video conferencing software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products in a remote, virtual role.

You will provide expert guidance, tax preparation, and explanations of tax terms to customers, aiming to enhance the brand while enabling customers to prepare their taxes. Requirements include active CPA/EA or practicing attorney credentials, 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and strong