Remote Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Tampa (FL); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will guide clients through tax concepts and perform full-service return preparation with clear explanations via video conversations.

Requirements include active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for 30+ clients, PTIN, and ability to work at least 20 hours weekly. US residency preferred.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or practicing attorney with tax prep knowledge.
• 2+ years of recent federal/state 1040 tax prep for 30+ clients per season.
• PTIN and related state licenses or the ability to obtain them.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service tax return preparation and signature, and respond to product questions.
• Create high-quality interactions with deep tax knowledge to instill confidence.
• Document customer interactions and adhere to procedures, policies, and KPIs.

Skills

Excellent communication skills

Customer service

Video communications tools

Tax preparation expertise

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will guide clients through tax concepts and perform full-service return preparation with clear explanations via video conversations.

Requirements include active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for 30+ clients, PTIN, and ability to work at least 20 hours weekly. US residency preferred.