Remote Tax Advisor: CPA/EA/Attorney Expert

Intuit, Inc.; Silver Spring (MD); Remote; USD 37,000 - 48,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of terminology.

You will help customers complete their returns, provide tax advice, and resolve product questions while using state-of-the-art video tools. You’ll interact with customers in a live, virtual setting, document interactions, and work toward KPIs and Big Bet goals.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal/state 1040 returns for at least 30 clients per season.
• PTIN holder and eligible for required state licenses.
• Willing to work a minimum of 20 hours per week and reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPI metrics and participate in training, pilots, and knowledge validations.

Skills

Tax preparation

Customer service

Video/phone communication

Strong communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

PTIN holder

State licenses / certificates

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of terminology.

You will help customers complete their returns, provide tax advice, and resolve product questions while using state-of-the-art video tools. You’ll interact with customers in a live, virtual setting, document interactions, and work toward KPIs and Big Bet goals.