Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Lakeland (FL); Remote; USD 37,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers using TurboTax products in a virtual setting. You will guide clients through federal and state returns, provide tax explanations, and deliver high-quality service to ensure customer satisfaction.

The role emphasizes clear communication, extensive tax knowledge, and training in our processes to maximize accuracy and brand experience. Remote work and flexible hours are typical for this position.

Qualifications

• Active CPA/EA or practicing attorney with tax prep experience.
• Experience preparing federal and state individual 1040 returns.
• Ability to obtain state licenses or permits as required.
• PTIN is active or obtainable.

Responsibilities

• Assist TurboTax customers via video in a virtual, customer-facing role.
• Provide tax advice, full-service return prep and signature, and product inquiries.
• Explain tax and technical terms in clear, everyday language with empathy.
• Document interactions and meet KPI metrics and program goals.

Skills

Active unrestricted credential

Tax preparation experience

Video interaction

Bilingual English/Spanish

Tools

Smartlook video tool

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers using TurboTax products in a virtual setting. You will guide clients through federal and state returns, provide tax explanations, and deliver high-quality service to ensure customer satisfaction.

The role emphasizes clear communication, extensive tax knowledge, and training in our processes to maximize accuracy and brand experience. Remote work and flexible hours are typical for this position.