Remote Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Fort Wayne (IN); Remote; USD 37,000 - 48,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a knowledgeable tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, full-service return preparation, and clear explanations of tax terms, helping customers complete their returns while upholding brand standards.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep, and the ability to work at least 20 hours per week in a virtual environment. Strong communication and technical skills are essential.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep expertise.
• 2+ years of federal/state 1040 preparation experience for ≥30 clients per season.
• Must possess or obtain state licenses/certifications.
• Must have an active PTIN.
• Willingness to work a minimum of 20 hours/week.
• Proficient with computers and software; Circular 230 knowledge.
• Strong verbal and written communication skills.
• Experience interacting with customers via video.
• Ability to work in a fast-paced environment.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their returns: tax advice, full service return prep and signature, product inquiries, tax calculations.
• Create high-quality customer interactions and experiences with deep empathy and expertise in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in plain language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential

Tax preparation experience

PTIN

Strong communication

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a knowledgeable tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, full-service return preparation, and clear explanations of tax terms, helping customers complete their returns while upholding brand standards.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep, and the ability to work at least 20 hours per week in a virtual environment. Strong communication and technical skills are essential.