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

Intuit, Inc.; Lafayette (LA); Remote; USD 25,000 - 36,000; Part time

Job summary

Intuit, Inc. seeks experienced tax professionals to help TurboTax customers complete federal and state returns in a virtual setting. You will provide tax guidance, perform full-service preparation, and clearly explain tax terms using everyday language.

Applicants must hold an active CPA/EA/practicing attorney credential, have 2+ years of recent 1040 experience, and be willing to meet training and security requirements. Remote, part-time role with a strong pay-for-performance structure.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses, permits, or bonds; must have PTIN.
• Must reside in the United States and have a hardwired internet connection meeting security criteria.

Responsibilities

• Work virtually in a customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep and signature, product inquiries, tax calculations.
• Create high quality interactions with empathy and deep tax knowledge.
• Leverage government and professional resources to find right answers in plain language.
• Follow defined procedures to troubleshoot inquiries and document interactions.
• Meet KPI metrics and Big Bet Goals; participate in pilots and trainings as needed.

Skills

Tax preparation expertise

Excellent communication

Video/Audio customer interaction

Problem solving

Knowledge of tax law

Bilingual English/Spanish (a plus)

Education

Active CPA/EA/Practicing Attorney credential

Tools

Tax preparation software

Job description

Intuit, Inc. seeks experienced tax professionals to help TurboTax customers complete federal and state returns in a virtual setting. You will provide tax guidance, perform full-service preparation, and clearly explain tax terms using everyday language.

Applicants must hold an active CPA/EA/practicing attorney credential, have 2+ years of recent 1040 experience, and be willing to meet training and security requirements. Remote, part-time role with a strong pay-for-performance structure.