Virtual Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Carlsbad (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide customers with tax questions, perform full-service return preparation, and ensure accurate explanations of tax terms.

Responsibilities include leveraging government resources, maintaining high-quality customer experiences, and meeting KPI metrics. Training and ongoing development are provided as needed to stay compliant and proficient.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 returns prep for 30+ clients per season.
• Willingness to obtain state licenses/certifications and a PTIN.

Responsibilities

• Provide expert tax guidance and full-service return preparation via virtual means.
• Assist TurboTax customers with tax advice, calculations, and product inquiries.
• Document customer interactions and strive toward KPI targets while adhering to company policies.

Skills

Customer service

Video and audio communication

Problem solving

Critical thinking

Fast-paced work

Education

Active CPA/EA/Practicing Attorney

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide customers with tax questions, perform full-service return preparation, and ensure accurate explanations of tax terms.

Responsibilities include leveraging government resources, maintaining high-quality customer experiences, and meeting KPI metrics. Training and ongoing development are provided as needed to stay compliant and proficient.