Remote Tax Advisor (CPA/EA) for Expert Returns

Intuit, Inc.; Omaha (NE); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax pro to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms through a virtual, customer-facing role.

You will provide tax advice, complete full service returns with signatures, and resolve product inquiries while documenting interactions and meeting KPI targets. Remote work is supported, with training provided.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of federal/state personal 1040 prep for ≥30 clients per season using commercial software.
• Must reside in the United States and be able to work minimum 20 hours/week.
• Willing to obtain licenses/certifications as required.
• Proficient with technology and able to work remotely.
• Bilingual English/Spanish is a plus.

Responsibilities

• Work in a virtual, customer-facing role using video communications software.
• Provide tax advice and full service return preparation and signature.
• Answer tax/tech questions and explain terms to customers in plain language.
• Document customer interactions and track progress toward KPIs and goals.
• Participate in training, pilots, and process improvements.

Skills

Active CPA/EA/Practicing Attorney

Excellent communication

Customer service

Video/remote interaction

Problem solving

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax pro to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms through a virtual, customer-facing role.

You will provide tax advice, complete full service returns with signatures, and resolve product inquiries while documenting interactions and meeting KPI targets. Remote work is supported, with training provided.