Remote Senior Tax Consultant - CPA/EA/Attorney Expert

Intuit, Inc.; Gainesville (FL); Remote; USD 33,000 - 50,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert advice, and explain tax concepts in everyday language.

You will complete required training and maintain high-quality customer interactions through video and other channels. The role supports customers preparing federal and state returns and may involve full-service return preparation, with a focus on accuracy and customer satisfaction.

Qualifications

• Must possess an active unrestricted credential: CPA/EA or Practicing Attorney.
• At least 2+ years of federal and state 1040 tax return prep for 30+ clients per season.
• Must possess state licenses, permits, or bonds or be eligible to obtain them.
• Must have a PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Tech-savvy with computer software.
• Strong customer service: professional, friendly, confident.
• Excellent verbal and written communication.
• Strong problem solving, research and critical thinking.
• Able to work in fast-paced environment with minimal supervision.
• Must have a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers via video communications software
• Provide tax advice and full-service return preparation and guidance
• Explain tax terms and provide guidance in plain language
• Research using government sites and professional resources to deliver accurate answers
• Follow processes and policies to resolve tax inquiries
• Document customer interactions and maintain records
• Help meet KPIs and be involved in pilots and validations
• Complete required training and development as needed

Skills

Active professional credential

Excellent communication

Tax preparation experience

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert advice, and explain tax concepts in everyday language.

You will complete required training and maintain high-quality customer interactions through video and other channels. The role supports customers preparing federal and state returns and may involve full-service return preparation, with a focus on accuracy and customer satisfaction.