Credentialed Tax Advisor - CPA - Remote job

company building Intuit location Bellingham, WA
Credentialed Tax Advisor - CPA - Remote
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Bellingham, WA
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Job Description


Are you a credentialed CPA, EA, or practicing attorney? And do you have a minimum 3 season of paid Tax Preparation experience with a minimum of 30 tax returns per tax year? If you’re one of tax professionals, we need you to help our customers complete their taxes using TurboTax. You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

What you'll bring
  • Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds
  • Must possess active PTIN (Preparer Tax Identification Number)
  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software
  • Working knowledge of Circular 230
  • Audit experience a plus (IRS and state tax authorities)
  • Proficient with technology; solid knowledge of computer operations and software
  • Must have (or be willing to obtain) a dedicated hardwired internet connection
  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
  • Excellent verbal and written communication skills
  • Ability to work in a fast-paced environment with minimal supervision
  • Critical thinking, problem solving, research skills and determination
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus

For internal use: tst

How you will lead
  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
  • Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
  • Document customer interactions

If you are a Colorado resident, visit

This job was posted on Tue Sep 14 2021 and expired on Mon Sep 20 2021.
Minimum $42K/yr
$60K/yr Average
Maximum $82K/yr



Mountain View, California-based Intuit develops business and financial management softwares for small and medium sized businesses. The Fortune 100 company’s products includes TurboTax, QuickBooks, and Mint. The Intuit culture is backed by its core values of caring and giving back, integrity without compromise, and a passion for pursuit. Intuit is committed to innovation, and encourages it team members to discover their inner creativity, reinforcing this attitude by labs, Lean StartIn brainstorming events, and Idea Jams. If you consider joining Intuit, you can find job opportunities within the fields of software engineering, design & user experience, product management, HR, legal, sales, and many others. As an Intuit employee, your contribution will be rewarded with several health, wellness, and financial benefits, as a well as family support, and various paid time off options.

Company - Public




Less than $1M


Bellingham, WA, 98225and others


Computer Systems Design Companies, Software Publishing Companies




Mahendra Buddepu


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