Remote Tax Advisor: CPA/EA/Attorney Expertise

Intuit, Inc.; Lincoln (NE); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. invites applications for a virtual tax advisor role focused on TurboTax customers. You will guide customers through tax returns, provide explanations of tax terms, and perform full service preparation with customer signatures when needed.

Excellent communication is essential, as is leveraging government resources and professional tools to deliver accurate, timely assistance. Training and compliance programs are part of the role, with performance-driven incentives.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 tax return preparation.
• Willingness to work minimum 20 hours per week.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return preparation, and product inquiries.
• Document interactions and meet KPI metrics.

Skills

CPA/EA/Attorney credential

Tax preparation

Bilingual English/Spanish

Job description

Intuit, Inc. invites applications for a virtual tax advisor role focused on TurboTax customers. You will guide customers through tax returns, provide explanations of tax terms, and perform full service preparation with customer signatures when needed.

Excellent communication is essential, as is leveraging government resources and professional tools to deliver accurate, timely assistance. Training and compliance programs are part of the role, with performance-driven incentives.