Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Meridian (ID); Remote; USD 32,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. This virtual, customer-facing role focuses on expert guidance, tax preparation, and clear explanations of tax terms.

You will interact with customers via video, use government resources, and adhere to company policies while achieving KPI targets and participating in ongoing training.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must have or obtain state licenses, PTIN, and related credentials.
• Willingness to work minimum 20 hours/week.
• Proficient with technology and video tools.

Responsibilities

• Interact with customers via video using our software to assist with tax returns.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Document customer interactions and meet KPI metrics.
• Participate in training and cross-training as needed.

Skills

Advanced tax knowledge

Excellent verbal and written comms

Customer service focus

Critical thinking

Tech-savvy

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

TurboTax

Tax preparation software

Job description

Intuit is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. This virtual, customer-facing role focuses on expert guidance, tax preparation, and clear explanations of tax terms.

You will interact with customers via video, use government resources, and adhere to company policies while achieving KPI targets and participating in ongoing training.