Remote Tax Advisor - CPA/EA/Attorney Expert Returns

Intuit, Inc.; Wichita (KS); Remote; USD 30,000 - 47,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax concepts. The role focuses on delivering accurate, friendly support through virtual interactions while educating customers and upholding brand standards.

Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience, be U.S. residents, and willing to work at least 20 hours per week.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney).
• 2+ years preparing federal/state 1040 for 30+ clients per season with tax software.
• Possess or obtain related state licenses/certificates/permits.
• Must have PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high quality customer interactions with deep tax knowledge and empathy.
• Use government sites and resources to find accurate answers for customers.
• Follow defined practices and company policies to resolve inquiries.
• Document customer interactions and track progress toward KPIs.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential

CPA/EA/Attorney

Customer service

Tax knowledge

Education

Related state licenses

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax concepts. The role focuses on delivering accurate, friendly support through virtual interactions while educating customers and upholding brand standards.

Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience, be U.S. residents, and willing to work at least 20 hours per week.