Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Kissimmee (FL); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax returns via virtual video interactions.

You will provide expert tax guidance, preparation, and explanations of tax terms, helping customers complete their returns accurately. This role emphasizes customer empathy, clear communication, and using government resources to deliver correct answers.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses/certificates/permits/bonds and PTIN.
• Willing to work a minimum of 20 hours per week.
• Strong knowledge of Circular 230 and tax laws.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep knowledge and empathy.
• Use government resources and team expertise to deliver accurate answers.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and ongoing development.

Skills

Active unrestricted credential

Excellent communication

Video/remote work

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through tax returns via virtual video interactions.

You will provide expert tax guidance, preparation, and explanations of tax terms, helping customers complete their returns accurately. This role emphasizes customer empathy, clear communication, and using government resources to deliver correct answers.