Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Minneapolis (MN); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax and technical terms.

The role emphasizes delivering expert service, using video tools, and leveraging government resources to ensure accurate, compliant returns. The position requires active credentials (CPA/EA/Attorney), strong communication skills, and availability for at least 20 hours per week.

Qualifications

• Active unrestricted credential: EA, CPA or Practicing Attorney.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• State licenses/permits as required.
• PTIN required.
• Willing to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax returns, including full service return preparation and signature, tax advice, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy in tax preparation.
• Use government websites and professional resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilots, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

CPA/EA/Attorney

Tax preparation

Customer service

Strong communication

Video/phone interaction

Bilingual English/Spanish

Tax software

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax and technical terms.

The role emphasizes delivering expert service, using video tools, and leveraging government resources to ensure accurate, compliant returns. The position requires active credentials (CPA/EA/Attorney), strong communication skills, and availability for at least 20 hours per week.