Remote Tax Advisor (CPA/EA/Attorney) for TurboTax

Intuit, Inc.; Muskegon (MI); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with their tax returns using expert guidance and terminology explanations.

The role emphasizes delivering accurate tax advice, full-service return preparation, and clear customer communication in a virtual setting. Candidates should have active unrestricted credentials and strong tax knowledge, plus experience with tax software, and be able to work at least 20 hours per week from the United States.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state 1040 tax returns for 30+ clients per season using commercial tax preparation software.
• Must possess or obtain related state licenses, certificates, permits, or bonds; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology; solid computer operations.
• Strong customer service skills with professional, friendly communication.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and adhere to procedures and policies.
• Meet KPIs and contribute to Big Bet goals.
• Participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Video/phone communication

Technology proficiency

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with their tax returns using expert guidance and terminology explanations.

The role emphasizes delivering accurate tax advice, full-service return preparation, and clear customer communication in a virtual setting. Candidates should have active unrestricted credentials and strong tax knowledge, plus experience with tax software, and be able to work at least 20 hours per week from the United States.