Remote Tax Advisor - CPA/EA Expert Returns

Intuit, Inc.; Peoria (IL); Remote; USD 38,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

The role uses video communications to guide and educate clients and supports both tax preparation and explanations of tax terms. You will work remotely with a focus on delivering accurate, timely advice, leveraging government resources and professional networks.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of federal and state individual 1040 tax return experience for multiple clients.
• Must have PTIN and state licenses where applicable.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• Assist TurboTax customers with tax preparation and advice.
• Provide explanations of tax terms and calculations.
• Document customer interactions and maintain KPI targets.
• Participate in training and compliance programs.
• Work remotely using video communications software.

Skills

Tax preparation experience

Customer service

Video interactions

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

The role uses video communications to guide and educate clients and supports both tax preparation and explanations of tax terms. You will work remotely with a focus on delivering accurate, timely advice, leveraging government resources and professional networks.