Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Allentown (Lehigh County); Remote; USD 63,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax pro with an active, unrestricted credential to guide TurboTax customers through their returns. You will provide expert advice, perform full service preparation, and explain tax concepts to diverse clients via a secure video platform.

This virtual, customer-facing role requires strong communication, thorough documentation, and ability to meet KPI targets. Training and ongoing professional development are provided.

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.
• State licenses/certificates/permits or the ability to obtain; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide tax guidance and full service return preparation via TurboTax.
• Research using government sites and resources to answer customer questions.
• Document interactions and meet KPI metrics; participate in trainings.

Skills

Customer service skills

Verbal communication

Written communication

Bilingual (English/Spanish)

Education

CPA/EA/Practicing Attorney credential

PTIN

Tools

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax pro with an active, unrestricted credential to guide TurboTax customers through their returns. You will provide expert advice, perform full service preparation, and explain tax concepts to diverse clients via a secure video platform.

This virtual, customer-facing role requires strong communication, thorough documentation, and ability to meet KPI targets. Training and ongoing professional development are provided.