Expert Credentialed Tax Advisor (CPA/EA/Attorney) – Remote

Intuit

Towson (MD)

Remote

USD 37,000 - 48,000

Full time

14 days+

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Job summary

Intuit, Inc. is seeking a skilled tax professional to help TurboTax customers complete their returns remotely.

You will provide expert tax guidance, perform or supervise full-service preparation, and explain complex tax terms in clear, everyday language. This virtual, customer-facing role requires an active credential (CPA/EA/Attorney), strong communication, and the ability to meet performance targets while following company policies.

Qualifications

  • Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
  • 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
  • Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
  • Must possess an active PTIN.
  • Willing and able to work a minimum of 20 hours per week.
  • Working knowledge of Circular 230.
  • Proficient with technology and computer software.
  • Strong verbal and written communication skills; customer-focused.

Responsibilities

  • This is a virtual, customer-facing role using video communications to interact with customers.
  • Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
  • Document customer interactions and maintain high quality customer experiences.
  • Work toward meeting KPI metrics and participate in training and program initiatives.

Skills

Active credential
Tax return experience
PTIN
Bilingual en/es
Customer service

Tools

Video conferencing

Job description

Intuit, Inc. is seeking a skilled tax professional to help TurboTax customers complete their returns remotely.

You will provide expert tax guidance, perform or supervise full-service preparation, and explain complex tax terms in clear, everyday language. This virtual, customer-facing role requires an active credential (CPA/EA/Attorney), strong communication, and the ability to meet performance targets while following company policies.

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