Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Saint Cloud (MN); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking tax professionals with active credentials to help TurboTax customers complete federal and state 1040 returns. The role is virtual, requires strong communication, and uses advanced video tools to guide clients through tax preparation and explanations of terms.

Responsibilities include tax advice, full service returns, and product inquiries, with emphasis on customer empathy and accurate information. Remote work is supported with required training and security standards.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney).
• 2+ years of federal and state individual 1040 tax return prep for 30+ clients per season.
• Must have or obtain related state licenses, permits, or bonds.
• Must have or obtain PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Strong technical proficiency and computer skills.
• Excellent verbal and written communication skills.
• Fast paced work with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Reference government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and policies to troubleshoot and resolve tax inquiries.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Communication skills

Bilingual EN/ES

Active credential knowledge

Education

CPA

Enrolled Agent

Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. is seeking tax professionals with active credentials to help TurboTax customers complete federal and state 1040 returns. The role is virtual, requires strong communication, and uses advanced video tools to guide clients through tax preparation and explanations of terms.

Responsibilities include tax advice, full service returns, and product inquiries, with emphasis on customer empathy and accurate information. Remote work is supported with required training and security standards.