Remote Tax Advisor — CPA/EA Expert for TurboTax

Intuit, Inc.; Waterloo (IL); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax. This virtual, customer-facing role provides expert guidance, tax preparation, and explanations of tax terms.

You will leverage government resources and team expertise to deliver accurate answers, document interactions, and meet KPI goals. Training and development are required as needed.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal/state individual 1040 returns with commercial software.
• Must possess or be able to obtain state licenses; PTIN required.
• Willingness to work a minimum of 20 hours per week.
• Strong verbal and written communication; customer-focused.

Responsibilities

• Interact with customers via video to provide tax advice and full-service return preparation.
• Explain tax terms using everyday language and patient guidance.
• Document customer interactions and follow defined procedures.
• Meet KPIs, participate in pilots, and complete required trainings.

Skills

Tax preparation expertise

Customer service

Video/telecommunication skills

Communication skills

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook video software

TurboTax/Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax. This virtual, customer-facing role provides expert guidance, tax preparation, and explanations of tax terms.

You will leverage government resources and team expertise to deliver accurate answers, document interactions, and meet KPI goals. Training and development are required as needed.