Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Allentown (Lehigh County); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. seeks a virtual tax advisor to help TurboTax customers with guidance, tax preparation, and explanations of tax terms.

You will engage customers via video, deliver high-quality service, and leverage online resources to provide accurate answers while upholding company policies. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience, PTIN, and US residency.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 return prep for 30+ clients per season.
• Must hold or be able to obtain PTIN and state licenses.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and tax software.
• Strong communication and customer service skills.

Responsibilities

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries applying company policies.
• Meet KPI metrics and participate in training, pilots, and up-skilling as needed.

Skills

Customer service

Verbal/written communication

Critical thinking

Fast-paced environment

Tech-savvy

Bilingual (English/Spanish)

Job description

Intuit, Inc. seeks a virtual tax advisor to help TurboTax customers with guidance, tax preparation, and explanations of tax terms.

You will engage customers via video, deliver high-quality service, and leverage online resources to provide accurate answers while upholding company policies. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience, PTIN, and US residency.