Remote Tax Advisor (CPA/EA/Attorney) | TurboTax Expert

Intuit, Inc.; Lexington (KY); Remote; USD 65,000 - 90,000; Full time

Job summary

Intuit, Inc. is seeking a Tax Specialist to help TurboTax customers complete their federal and state returns with expert guidance. The role is virtual, relying on state-of-the-art video tools to interact with clients, explain tax concepts, and ensure accurate, compliant returns.

Strong communication and CPA/EA/attorney credentials are required, along with familiarity with tax software. The position offers flexible hours (minimum 20 hours/week) and training; travel is not required.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• Experience preparing federal and state 1040s for multiple clients per season using commercial tax software.
• Willing to work a minimum of 20 hours per week; California law and PTIN knowledge a plus.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Assist with product inquiries, tax calculations, and explanations of tax terms.
• Document customer interactions and meet KPI metrics and program goals.
• Complete required training and development as directed.

Skills

Tax knowledge

Customer service

Video interaction

Bilingual English/Spanish

Education

CPA/EA/Attorney credential

Tools

TurboTax

Job description

Intuit, Inc. is seeking a Tax Specialist to help TurboTax customers complete their federal and state returns with expert guidance. The role is virtual, relying on state-of-the-art video tools to interact with clients, explain tax concepts, and ensure accurate, compliant returns.

Strong communication and CPA/EA/attorney credentials are required, along with familiarity with tax software. The position offers flexible hours (minimum 20 hours/week) and training; travel is not required.