Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Rockford (IL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service return preparation, explain tax terms, and ensure accurate, compliant filings while delivering friendly, clear communication via video and other digital channels.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as needed.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and tax software.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilots, and other business initiatives as required.

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service return preparation, explain tax terms, and ensure accurate, compliant filings while delivering friendly, clear communication via video and other digital channels.