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

Intuit, Inc.; Fishers (IN); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts clearly using plain language.

The candidate will work in a fast-paced, customer-facing role, leveraging video and audio tools to resolve inquiries, document interactions, and support training and compliance requirements.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax expertise.
• 2+ years preparing federal/state returns for multiple clients per season.
• Must have or obtain state licenses, PTIN, and CC requirements.
• Willing to work at least 20 hours per week and handle virtual interactions.

Responsibilities

• Assist TurboTax customers via virtual video interactions with tax guidance and return preparation.
• Provide expert answers on tax calculations, product questions, and software use.
• Document interactions and strive to meet KPIs and initiative goals.
• Participate in training and development programs as required.

Skills

Active CPA/EA/Attorney

Tax preparation

Customer service

Video/Audio tools

Bilingual EN/ES

Education

Active credential (CPA/EA/Attorney)

Tools

Tax software experience

Video conferencing tools (Smartlook)

Job description

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts clearly using plain language.

The candidate will work in a fast-paced, customer-facing role, leveraging video and audio tools to resolve inquiries, document interactions, and support training and compliance requirements.