Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Mansfield (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring for a virtual Tax Professional to help customers complete their taxes using TurboTax products. You will provide expert tax guidance, assist with full-service return preparation, and explain tax terms in everyday language from a remote setting.

You must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have solid tax software experience. The role requires at least 20 hours per week, and residency in the United States is required.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills in video and audio interactions.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with deep customer empathy and tax expertise.
• Utilize government websites and professional resources to deliver accurate answers.
• Apply company procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilot testing, projects, and trainings as required.

Skills

Customer service

Video communication

Tax software knowledge

Tax guidance

Bilingual (English/Spanish)

Education

Active credential: CPA/EA/Practicing Attorney

Tools

Tax preparation software

Job description

Intuit, Inc. is hiring for a virtual Tax Professional to help customers complete their taxes using TurboTax products. You will provide expert tax guidance, assist with full-service return preparation, and explain tax terms in everyday language from a remote setting.

You must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have solid tax software experience. The role requires at least 20 hours per week, and residency in the United States is required.