Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Milwaukee (WI); Remote; USD 30,000 - 50,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a virtual Tax Advisor to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. The role emphasizes delivering high quality customer interactions via video and other tools.

Qualified candidates will have an active CPA/EA/Practicing Attorney credential and experience with federal/state 1040 returns for multiple clients per season, plus readiness to train and work at least 20 hours weekly in a remote setting across the United States.

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney with strong tax preparation knowledge.
• 2+ years of recent federal/state 1040 prep experience for multiple clients per season.
• Must hold or obtain state licenses, PTIN and related credentials.
• Willingness to work at least 20 hours per week and complete required trainings.

Responsibilities

• Provide expert tax guidance and explanations of tax terms to customers.
• Perform full service tax return preparation and signature.
• Answer product/software inquiries and tax calculations with accuracy.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Verbal & written communication

Problem solving

Attention to detail

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a virtual Tax Advisor to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. The role emphasizes delivering high quality customer interactions via video and other tools.

Qualified candidates will have an active CPA/EA/Practicing Attorney credential and experience with federal/state 1040 returns for multiple clients per season, plus readiness to train and work at least 20 hours weekly in a remote setting across the United States.