Remote Tax Advisor – CPA/EA/Attorney

Intuit, Inc.

Mooresville (NC)

Remote

USD 39,000 - 51,000

Part time

16 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated Tax Expert to assist customers using TurboTax. This virtual role focuses on expert guidance, tax preparation, and clear explanations of tax terms, helping customers complete their returns with confidence. You will interact via video, resolve inquiries, document interactions, and contribute to KPI targets while completing required training. Remote within the United States.

Qualifications

  • Requires active, unrestricted credential (CPA/EA/Attorney) with tax prep experience.
  • At least 2+ years preparing federal/state 1040 returns for numerous clients.
  • Must have PTIN and state licenses as applicable.
  • Willingness to work minimum 20 hours per week.

Responsibilities

  • This is a virtual, customer-facing role; interact with customers via video communications software.
  • Provide tax advice and full service return preparation and signature.
  • Handle product/software inquiries and tax calculations.
  • Document customer interactions and work toward KPI metrics and Big Bet Goals.
  • Participate in pilot testing, projects, and training as required.

Skills

Credential required (CPA/EA/Attorney)
Tax preparation experience
Customer service
Video/online communication
PTIN holder

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated Tax Expert to assist customers using TurboTax. This virtual role focuses on expert guidance, tax preparation, and clear explanations of tax terms, helping customers complete their returns with confidence. You will interact via video, resolve inquiries, document interactions, and contribute to KPI targets while completing required training. Remote within the United States.

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