Remote Tax Advisor (CPA/EA/Attorney) - Expert Returns

Intuit, Inc.; Winston-Salem (NC); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, return preparation, and explanations of tax concepts.

The role emphasizes strong communication, empathy, and adherence to policy while delivering accurate, friendly service. Qualifications include active CPA/EA/Attorney credentials, 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney)
• 2+ years of federal/state 1040 prep experience for at least 30 clients per season
• State licenses/certificates/bonds as required
• PTIN active
• Willingness to work minimum 20 hours/week
• Knowledge of Circular 230
• Proficient with technology and software
• Excellent verbal and written communication
• Ability to work in fast-paced environment

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers
• Provide tax advice, full service return prep and signature, and product inquiries
• Create high quality customer interactions with empathy and tax knowledge
• Use government sites and resources to deliver accurate answers in plain language
• Follow defined practices and policies to resolve customer inquiries
• Document customer interactions
• Support KPIs and Big Bet goals
• Participate in training and development as required

Skills

Customer service

Bilingual English/Spanish

Tax knowledge

Strong communication

Education

CPA/EA/Practicing Attorney license

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, return preparation, and explanations of tax concepts.

The role emphasizes strong communication, empathy, and adherence to policy while delivering accurate, friendly service. Qualifications include active CPA/EA/Attorney credentials, 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly.