Remote Tax Advisor: CPA/EA/Attorney

Intuit, Inc.; Birmingham (AL); Remote; USD 40,000 - 65,000; Part time

Benefits offered by this job

Cash bonus

Benefits

Performance incentives

Job summary

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to assist TurboTax customers from a remote location.

You will guide taxpayers through their returns, provide expert tax explanations, and perform full service preparation and signature using TurboTax tools. The role emphasizes high-quality customer interactions, strong knowledge of tax laws, and the ability to explain complex concepts in everyday language.

Qualifications

• Active, unrestricted credential: CPA/EA or practicing attorney with strong tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• State licenses or equivalent credentials required or obtainable.
• PTIN required.
• Minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service, verbal and written communication skills.
• Critical thinking, problem solving, and rapid research ability.
• Ability to work in a fast-paced environment with minimal supervision.
• Willingness to ensure a dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus; US residency required.

Responsibilities

• Virtual, customer-facing work using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax concepts and assist with product/software inquiries.
• Document customer interactions and meet KPI targets.
• Participate in required training and policy compliance.

Skills

Customer empathy

Verbal communication

Written communication

Video interaction

Tax knowledge

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to assist TurboTax customers from a remote location.

You will guide taxpayers through their returns, provide expert tax explanations, and perform full service preparation and signature using TurboTax tools. The role emphasizes high-quality customer interactions, strong knowledge of tax laws, and the ability to explain complex concepts in everyday language.