Remote Tax Advisor | CPA/EA/Attorney

Intuit, Inc.; Fort Myers (FL); Remote; USD 36,000 - 47,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional with active credentials to assist TurboTax customers in preparing and explaining tax returns. This remote role emphasizes high-quality customer interactions via video, deep tax knowledge, and compliance with training requirements.

You will guide customers through federal and state returns, provide tax calculations, and document interactions while aiming to meet company KPI metrics.

Qualifications

• Active unrestricted credential required (CPA/EA/Practicing Attorney).
• 2+ years of federal/state 1040 prep experience for at least 30 clients per season using commercial software.
• Willing to obtain applicable state licenses/certifications.
• PTIN required.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.

Responsibilities

• Virtual, customer-facing role using video communications for interactions.
• Provide tax advice and full-service return preparation and signature.
• Document customer interactions and meet KPI metrics.
• Utilize government sites and resources to deliver accurate tax guidance.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video interaction

English/Spanish bilingual

Education

CPA/EA/Practicing Attorney license

Tools

Smartlook

TurboTax product knowledge

Job description

Intuit, Inc. seeks a tax professional with active credentials to assist TurboTax customers in preparing and explaining tax returns. This remote role emphasizes high-quality customer interactions via video, deep tax knowledge, and compliance with training requirements.

You will guide customers through federal and state returns, provide tax calculations, and document interactions while aiming to meet company KPI metrics.