Remote Tax Advisor | CPA/EA/Attorney

Intuit, Inc.; Alexandria (VA); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers with federal and state returns from a virtual, customer-facing setting. You will provide expert guidance, tax calculations, and explanations of tax terms while ensuring customer satisfaction.

Candidates must hold an active CPA/EA or practicing attorney credential, with experience preparing 1040s for multiple clients and proficiency in TurboTax. Remote work available nationwide; training included.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software
• Must have or be able to obtain state licenses, permits, or bonds
• Must have PTIN and be willing to work a minimum of 20 hours per week
• Willing to undergo required training, including compliance and up-skilling

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers
• Provide tax advice, full service return preparation and signature, and answer product/software questions
• Create high-quality customer interactions using empathy and tax knowledge
• Leverage government websites and resources to deliver accurate answers in plain language
• Apply defined procedures to troubleshoot and resolve inquiries; document interactions
• Work toward KPI metrics and participate in pilots and training as needed

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Problem solving

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Smartlook

CRM software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers with federal and state returns from a virtual, customer-facing setting. You will provide expert guidance, tax calculations, and explanations of tax terms while ensuring customer satisfaction.

Candidates must hold an active CPA/EA or practicing attorney credential, with experience preparing 1040s for multiple clients and proficiency in TurboTax. Remote work available nationwide; training included.