Remote Tax Advisor (CPA/EA) — Expert Returns & Guidance

Intuit, Inc.; Springfield (MO); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking qualified tax professionals to help TurboTax customers complete their returns and provide expert guidance.

This virtual, customer-facing role uses video tools to explain tax terms, perform full service return preparation, and answer product questions with clear, user-friendly language. Ideal candidates hold an active credential (CPA/EA/Attorney), have tax prep experience for numerous clients, and can work at least 20 hours per week.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state 1040 preparation for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service skills with video/audio interaction.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using deep knowledge and empathy.
• Use government websites, professional resources, and team input to deliver accurate answers.
• Follow defined practices, procedures and policies to resolve inquiries.
• Document customer interactions and track progress against KPIs.
• Participate in pilots, projects and experience validations as needed.
• Complete required training including compliance and up-skilling.

Skills

Tax credential (CPA/EA/Attorney)

Tax return preparation experience

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking qualified tax professionals to help TurboTax customers complete their returns and provide expert guidance.

This virtual, customer-facing role uses video tools to explain tax terms, perform full service return preparation, and answer product questions with clear, user-friendly language. Ideal candidates hold an active credential (CPA/EA/Attorney), have tax prep experience for numerous clients, and can work at least 20 hours per week.