Remote Tax Advisor – CPA/EA Expert Guidance

Intuit, Inc.; Mobile (AL); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks motivated tax professionals with active credentials to help customers complete their taxes using TurboTax products. You will guide customers, provide expert tax advice, and assist with tax return preparation through a virtual, customer-facing setup.

The role emphasizes clear communication, use of government resources, and adherence to company procedures. Training and a performance-based compensation plan are included.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 preparation for at least 30 clients per season.
• Must have or obtain related state licenses and PTIN.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Active credentials

Customer service

Verbal and written communication

Problem solving

Technology proficiency

Tools

TurboTax software

Job description

Intuit, Inc. seeks motivated tax professionals with active credentials to help customers complete their taxes using TurboTax products. You will guide customers, provide expert tax advice, and assist with tax return preparation through a virtual, customer-facing setup.

The role emphasizes clear communication, use of government resources, and adherence to company procedures. Training and a performance-based compensation plan are included.