Remote Tax Advisor (CPA/EA/Attorney) — Tax Prep Expert

Intuit, Inc.; Montgomery (AL); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, provide tax advice, and answer product questions.

You will use video tools to guide clients, explain tax concepts in plain language, and ensure accurate, compliant returns. The role requires an active unrestricted credential (CPA/EA/Attorneys), 2+ years of experience, PTIN, and the ability to work at least 20 hours per week.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Active PTIN and state licenses/certifications/bonds as required.
• Willing to work minimum 20 hours per week.
• Strong verbal/written communication and customer service skills.
• Proficient with technology; ability to interact via video tools; reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software (Smartlook) to interact with customers.
• Assist TurboTax customers with tax return preparation, tax advice, product inquiries, and calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Research and use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and follow defined policies and procedures.
• Meet KPI metrics and participate in pilot projects and trainings as needed.
• Complete training and professional development as required by the business.

Skills

Unrestricted credential

Tax prep experience

Customer service

Video/remote communication

Bilingual English/Spanish

Work 20+ hrs/week

PTIN & licenses

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, provide tax advice, and answer product questions.

You will use video tools to guide clients, explain tax concepts in plain language, and ensure accurate, compliant returns. The role requires an active unrestricted credential (CPA/EA/Attorneys), 2+ years of experience, PTIN, and the ability to work at least 20 hours per week.