Remote Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Westlake (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a driven tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. The role emphasizes clear explanations of tax terms and efficient problem-solving via video interactions.

You will help customers complete their federal and state returns, handle product inquiries, and document each interaction while upholding high service standards.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses and PTIN.
• Must be willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer/software skills.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
• Provide tax advice, full-service return preparation and signature, and product/software inquires.
• Explain tax terms clearly and document customer interactions with empathy; resolve inquiries.
• Meet company KPI metrics and participate in pilots and training as required.

Skills

Active credential (CPA/EA/Attorney)

2+ years tax prep

Bilingual EN/ES (nice-to-have)

Tools

TurboTax

Video conferencing

Job description

Intuit, Inc. is seeking a driven tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. The role emphasizes clear explanations of tax terms and efficient problem-solving via video interactions.

You will help customers complete their federal and state returns, handle product inquiries, and document each interaction while upholding high service standards.