Virtual Tax Advisor (CPA/EA) — Expert Tax Prep

Intuit, Inc.; Colorado Springs (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active unrestricted credential (CPA, EA, or Practicing Attorney) to assist TurboTax customers in preparing and reviewing federal and state returns.

This virtual, customer-facing role uses video tools to explain tax concepts clearly and guide customers through tax filings. You will leverage government and tax resources, ensure compliance with Circular 230, and meet key performance metrics.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• State licenses/permits/bonds may be required and must be obtainable.
• Active PTIN (Preparer Tax Identification Number).
• Willingness to work a minimum of 20 hours per week.
• Familiarity with Circular 230.
• Proficient with technology and general computer skills.
• Strong customer service and communication skills in professional, friendly, and confident manner.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries and tax calculations.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Use government and professional resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and compliance development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Tools

Commercial tax software

Job description

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active unrestricted credential (CPA, EA, or Practicing Attorney) to assist TurboTax customers in preparing and reviewing federal and state returns.

This virtual, customer-facing role uses video tools to explain tax concepts clearly and guide customers through tax filings. You will leverage government and tax resources, ensure compliance with Circular 230, and meet key performance metrics.