Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Columbus (GA); Remote; USD 39,000 - 50,000; Full time

Job summary

Intuit, Inc. is hiring a virtual tax expert to assist TurboTax customers with CPA/EA/Attorney credentials. You will provide expert tax guidance, prepare and sign returns, and answer product questions remotely using video tools.

The role emphasizes accuracy, customer empathy, and adherence to compliance standards. You will rely on government resources and professional networks to deliver correct answers, document interactions, and meet KPI targets while engaging in ongoing training and

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Must possess PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Strong customer service in video/audio formats.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Research and deliver correct answers using government sites and professional resources.
• Follow defined practices to troubleshoot and resolve inquiries; document interactions.
• Meet company KPI metrics and participate in pilots and developmental projects.
• Complete required training and compliance requirements as determined by the business.

Skills

Tax knowledge

Customer service

Verbal communication

Written communication

Bilingual (English/Spanish)

Video/remote interaction

Tools

TurboTax software

Job description

Intuit, Inc. is hiring a virtual tax expert to assist TurboTax customers with CPA/EA/Attorney credentials. You will provide expert tax guidance, prepare and sign returns, and answer product questions remotely using video tools.

The role emphasizes accuracy, customer empathy, and adherence to compliance standards. You will rely on government resources and professional networks to deliver correct answers, document interactions, and meet KPI targets while engaging in ongoing training and