Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Omaha (NE); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual role requires active credentials (CPA/EA/Practicing Attorney) and strong communication to guide customers through tax preparation and explanations of terms. You will interact with customers via state-of-the-art video software, delivering accurate advice, full-service returns, and product inquiries while meeting KPI targets and participating in ongoing training

Qualifications

• Active unrestricted credential: CPA/EA/Attorney with strong tax prep experience.
• 2+ years of federal/state individual 1040 tax return prep for 30+ clients per season.
• State licenses/certificates/bonds as needed.
• PTIN holder.
• Willingness to work at least 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation, and tax calculations.
• Create high-quality customer interactions and explain tax terms in everyday language.
• Use government sites and resources to deliver accurate answers.
• Document customer interactions and meet KPI metrics and project goals.
• Participate in training and development as required.

Skills

Tax preparation

Customer service

Communication skills

Video support

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual role requires active credentials (CPA/EA/Practicing Attorney) and strong communication to guide customers through tax preparation and explanations of terms. You will interact with customers via state-of-the-art video software, delivering accurate advice, full-service returns, and product inquiries while meeting KPI targets and participating in ongoing training