Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Kansas City (MO); Remote; USD 38,000 - 65,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms through a virtual, video-based platform.

The role emphasizes accuracy, customer empathy, and adherence to company procedures and security requirements. The position requires CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 preparation for a sizable client base per season, and a willingness to train and work at least 20 hours weekly.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax expertise.
• 2+ years of federal/state individual 1040 preparation for at least 30 clients per season using tax software.
• Must have or obtain state licenses, PTIN, and a dedicated hardwired internet connection meeting security criteria.

Responsibilities

• Provide expert tax guidance and full-service return preparation via virtual video interface.
• Explain tax terms and calculations in everyday language to customers.
• Document interactions and meet KPI metrics and program goals.
• participate in training, pilots, and knowledge refreshers as required.

Skills

Communication skills

Customer service

English/Spanish bilingual

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms through a virtual, video-based platform.

The role emphasizes accuracy, customer empathy, and adherence to company procedures and security requirements. The position requires CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 preparation for a sizable client base per season, and a willingness to train and work at least 20 hours weekly.