Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Washington (District of Columbia); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Performance bonus

Equity rewards

Benefits

Job summary

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

You will provide expert guidance, prepare returns, and explain tax concepts while maintaining high-quality customer interactions. You will leverage government resources and team expertise to deliver accurate answers and will participate in ongoing training to stay aligned with compliance and product updates.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service and communication skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Provide tax advice and answer product/software questions.
• Explain tax concepts in plain language and reference government resources.
• Troubleshoot and resolve inquiries using defined company procedures.
• Document customer interactions and maintain records.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and professional development as determined by the business.

Skills

Excellent communication skills

Bilingual English/Spanish

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Smartlook

TurboTax

Video chat

Job description

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

You will provide expert guidance, prepare returns, and explain tax concepts while maintaining high-quality customer interactions. You will leverage government resources and team expertise to deliver accurate answers and will participate in ongoing training to stay aligned with compliance and product updates.