Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Davenport (IA); Remote; USD 52,000 - 78,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete federal and state returns remotely.

You will provide expert guidance and explanations of tax terms, support customers through the preparation process, and ensure accurate computations in a fast-paced, video-based setting. The role emphasizes delivering exceptional service, meeting KPI targets, and training on new products.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work minimum 20 hours/week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Analytical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using video communications software.
• Provide tax advice and assist with full-service return preparation and signing.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and maintain high-quality service.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation expertise

Customer service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete federal and state returns remotely.

You will provide expert guidance and explanations of tax terms, support customers through the preparation process, and ensure accurate computations in a fast-paced, video-based setting. The role emphasizes delivering exceptional service, meeting KPI targets, and training on new products.