Remote Tax Advisor (CPA/EA/Attorney) — Expert Guidance

Intuit, Inc.; Jackson (MS); Remote; USD 32,000 - 45,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with their tax returns remotely. You will provide expert guidance, tax preparation, and clear explanations of tax and technical terms to help customers complete their returns accurately.

You will work in a virtual, customer-facing role, leveraging state-of-the-art video technology to interact with clients, deliver high-quality service, and ensure customer satisfaction while meeting performance goals.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 preparation for 30+ clients per season using tax software.
• Must possess or obtain state licenses, PTIN, and meet licensing requirements.

Responsibilities

• Interact with customers via video/Audio using Intuit tools.
• Provide tax advice and full-service return preparation with signature.
• Explain tax terms and guide customers to correct filings.
• Document interactions and follow help desk procedures.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Customer service

Communication

Critical thinking

Problem solving

Education

CPA/EA/Practicing Attorney credential

Relevant licenses/certifications

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with their tax returns remotely. You will provide expert guidance, tax preparation, and clear explanations of tax and technical terms to help customers complete their returns accurately.

You will work in a virtual, customer-facing role, leveraging state-of-the-art video technology to interact with clients, deliver high-quality service, and ensure customer satisfaction while meeting performance goals.