Remote Tax Advisor - CPA/EA/Attorney with Expert Guidance

Intuit, Inc.; Myrtle Point (OR); Remote; USD 33,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual setting. You will provide expert tax guidance, perform full-service tax return preparation, and clearly explain tax terms to customers using our video tools.

The role emphasizes strong communication, customer empathy, and adherence to policy-driven processes. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal/state 1040 experience, and be

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years preparing federal/state 1040 for 30+ clients per season using tax software.
• PTIN and State licenses (or ability to obtain).
• Willingness to work minimum 20 hours per week.

Responsibilities

• Work virtually with customers using video communications to complete tax returns.
• Provide tax advice, full-service return prep and signature, and answer product questions.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in training and pilot projects.
• Operate in a fast-paced environment with minimal supervision.

Skills

Tax preparation

Customer service

Communication

Problem solving

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual setting. You will provide expert tax guidance, perform full-service tax return preparation, and clearly explain tax terms to customers using our video tools.

The role emphasizes strong communication, customer empathy, and adherence to policy-driven processes. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal/state 1040 experience, and be