Virtual Tax Advisor: CPA/EA Tax Expert

Intuit, Inc.; West Lafayette (IN); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional with unrestricted credentials to assist TurboTax customers in completing federal and state returns, offering expert guidance and clear explanations of tax terms.

This virtual role emphasizes high-quality customer interactions, using video tools and government resources to deliver accurate answers and ensure compliance. Training and cross-training are required to stay current with product offerings.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 returns experience for at least 30 clients per season.
• Must possess or obtain state licenses/permits/bonds and PTIN.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with deep tax knowledge and empathy.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and support KPI metrics and Big Bet Goals.
• Participate in training, pilot testing and cross-training as required.

Skills

Excellent communication skills

Video interaction proficiency

Customer service excellence

Ability to work in fast-paced env

Bilingual English/Spanish (a plus)

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax software

General computer literacy

Job description

Intuit, Inc. is seeking a tax professional with unrestricted credentials to assist TurboTax customers in completing federal and state returns, offering expert guidance and clear explanations of tax terms.

This virtual role emphasizes high-quality customer interactions, using video tools and government resources to deliver accurate answers and ensure compliance. Training and cross-training are required to stay current with product offerings.