Remote Senior Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Linthicum (MD); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax rules.

The role emphasizes clear communication, empathy, and precise guidance in a fast-paced virtual environment. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have tax preparation experience, and be based in the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interacting with customers through video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their returns with tax advice, full service return preparation and signature, product queries, and tax calculations.
• Create high quality customer interactions and experiences using deep customer empathy and extensive tax knowledge.
• Use government sites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required trainings.

Skills

Active CPA/EA/Attorney credential

Customer service

Verbal and written communication

Bilingual English/Spanish

Critical thinking

Problem solving

Video conferencing

Technology proficiency

Detail oriented

Fast-paced work

Education

State licenses / permits

Tools

Tax software

Job description

Intuit, Inc. is seeking an experienced tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax rules.

The role emphasizes clear communication, empathy, and precise guidance in a fast-paced virtual environment. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have tax preparation experience, and be based in the United States.