Remote Tax Advisor | CPA/EA/Attorney Expert

Intuit, Inc.; Oklahoma City (OK); Remote; USD 50,000 - 75,000; Part time

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers via virtual, video-based interactions. You will provide expert guidance, prepare returns, explain tax terms, and ensure high customer satisfaction.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep for many clients, and strong communication skills. Remote, USA-based with potential bonus opportunities.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax knowledge.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• Must hold or obtain relevant state licenses, permits, or bonds and PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230 and professional tax guidance standards.
• Proficient with computer operations and software; strong virtual communication skills.
• Excellent verbal and written communication; quick research and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus; United States residency required.

Responsibilities

• Virtual, customer-facing role; use video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including advice, full service preparation, and signatures.
• Answer product/software questions and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government sites and resources to provide accurate answers in plain language.
• Apply defined procedures and company policies to resolve tax inquiries.
• Document customer interactions for records and knowledge sharing.
• Meet KPI metrics and participate in pilots and projects as needed.
• Complete required training and ongoing professional development as determined by the business.

Skills

Active credential CPA/EA/Attorney

Tax preparation experience

Strong communication skills

Video/phone customer interaction

Adaptability in fast-paced environment

Bilingual English/Spanish a plus

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers via virtual, video-based interactions. You will provide expert guidance, prepare returns, explain tax terms, and ensure high customer satisfaction.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep for many clients, and strong communication skills. Remote, USA-based with potential bonus opportunities.