Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Myrtle Point (OR); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit is seeking a virtual tax advisor to assist customers using TurboTax products. You will guide customers through tax preparation, provide expert tax advice, and explain tax terms clearly via video interactions.

The role emphasizes customer delight and brand stewardship while aligning with company KPIs and training requirements. Applicants must hold an active CPA/EA/Attorney credential, have 2+ years of 1040 prep experience, and reside in the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 returns prep
• Must have PTIN and state licenses/certificates as applicable
• Willing to work minimum 20 hours per week
• Strong knowledge of tax laws and ability to explain terms to customers
• Proficient with technology and video/audio customer interactions
• Remote work capability with reliable hardwired internet connection
• Bilingual English/Spanish is a plus

Responsibilities

• Interact with customers via video using TurboTax platform.
• Provide tax advice, full-service return prep and signature when appropriate.
• Answer product and software questions and perform tax calculations.
• Document customer interactions and maintain KPI targets.
• Participate in training, compliance, and cross-training programs.

Skills

Tax preparation expertise

Excellent communication

Video support

Bilingual (English/Spanish) - nice

Tools

TurboTax software

Job description

Intuit is seeking a virtual tax advisor to assist customers using TurboTax products. You will guide customers through tax preparation, provide expert tax advice, and explain tax terms clearly via video interactions.

The role emphasizes customer delight and brand stewardship while aligning with company KPIs and training requirements. Applicants must hold an active CPA/EA/Attorney credential, have 2+ years of 1040 prep experience, and reside in the United States.