Remote Tax Advisor (CPA/EA/Attorney) - Full-Service Prep

Intuit, Inc.

Riverdale Park (MD)

Remote

USD 38,000 - 48,000

Full time

16 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms via a virtual, customer-facing role.

You will deliver high-quality interactions, support complex returns, and help customers navigate tax software with confidence. Ideal candidates have active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours weekly.

Qualifications

  • Must possess active unrestricted credential: CPA (Certified Public Accountant), EA (Enrolled Agent), or Practicing Attorney with strong tax preparation experience.
  • 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
  • Must possess an active PTIN.
  • Willing to work a minimum of 20 hours per week.
  • Knowledge of Circular 230.
  • Strong customer service and communication skills.

Responsibilities

  • Provide expert tax guidance and full service return preparation and signature for TurboTax customers.
  • Interact with customers via video communications software to deliver tax support.
  • Document customer interactions and troubleshoot tax-related inquiries following company processes.
  • Meet KPIs and participate in pilots, projects and training as required.
  • Provide explanations of tax terms in plain language and leverage resources to deliver accurate answers.

Skills

Tax preparation
Customer service
Video interactions
Communication
Problem solving
Bilingual English/Spanish
Tech-savvy

Education

Active unrestricted credential: CPA/EA/Practicing Attorney
PTIN
State licenses/permits

Tools

Commercial tax software
Smartlook video 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 terms via a virtual, customer-facing role.

You will deliver high-quality interactions, support complex returns, and help customers navigate tax software with confidence. Ideal candidates have active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours weekly.

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