Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.

New London (CT)

Remote

USD 34,000 - 51,000

Part time

10 hours ago

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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, aiming to delight and empower them. You will interact through video software, assist with federal/state returns, and ensure accuracy while meeting KPI targets.

Qualifications

Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
2+ seasons of federal/state 1040 preparation for 30+ clients per season.
PTIN and ability to obtain state licenses as required.
Willingness to work a minimum of 20 hours per week.
Strong communication and computer skills; proficient with video tools.
Based in the United States; bilingual English/Spanish a plus.

Responsibilities

Assist customers with tax returns using TurboTax via video interactions.
Provide tax advice, full service return preparation and signature, and product inquiries.
Explain tax terms in everyday language and document customer interactions.
Follow procedures to troubleshoot, comply with policies, and meet KPI goals.
Participate in training, pilots, and development activities as required.