Remote Tax Advisor — CPA/EA/Attorney Expert

Intuit, Inc.; Fort Lauderdale (FL); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

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

You will provide expert tax guidance, perform full-service returns, and resolve product questions while maintaining high customer satisfaction. You will work with video tools, leverage tax knowledge, and meet KPI targets in a flexible, remote setup within the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax knowledge.
• 2+ years of federal/state individual 1040 prep experience for at least 30 clients per season.
• Possess or obtain state licenses/certificates/permits/bonds and PTIN.
• Willing to work minimum 20 hours/week; strong knowledge of Circular 230.
• Proficient with technology and online communication tools.
• Excellent verbal and written communication; fast learner in a fast-paced environment.
• Must reside in the United States; English/Spanish skills a plus.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation, and signatures.
• Answer product/software questions and tax calculations for customers.
• Document interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot projects and complete required training and compliance courses.

Skills

Tax preparation

Customer service

Video/remote interaction

Tools

Commercial tax software

Job description

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

You will provide expert tax guidance, perform full-service returns, and resolve product questions while maintaining high customer satisfaction. You will work with video tools, leverage tax knowledge, and meet KPI targets in a flexible, remote setup within the United States.