Remote Tax Advisor: CPA/EA/Attorney

Intuit, Inc.; Alpharetta (GA); Remote; USD 39,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers with tax preparation and explanations of tax and technical terms.

This is a virtual, customer-facing role using video communications to deliver accurate guidance and build trust. You will leverage government resources, training, and team expertise to resolve inquiries, document interactions, and meet KPIs.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess an active PTIN and be willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus; strong verbal and written communication required.

Responsibilities

• Interact with customers via video communications (Smartlook) for tax guidance and return preparation.
• Provide tax advice, full-service return preparation and signature, and answer product/software questions.
• Document customer interactions and work toward meeting KPI metrics and project goals.
• Participate in training, compliance, and up-skilling as required by the business.

Skills

Active credential (CPA/EA/Practitioner

2+ years tax prep experience

PTIN

Bilingual English/Spanish (a plus)

Excellent communication skills

Reside in United States

Video/remote customer service

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers with tax preparation and explanations of tax and technical terms.

This is a virtual, customer-facing role using video communications to deliver accurate guidance and build trust. You will leverage government resources, training, and team expertise to resolve inquiries, document interactions, and meet KPIs.