Remote Tax Advisor (CPA/EA) for TurboTax Returns

Intuit, Inc.; Omaha (NE); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax expert to guide TurboTax customers through their returns in a virtual role. An active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication are required to deliver accurate tax guidance and explanations using official resources.

You will perform tax advice, full-service return preparation, and explain tax terms while maintaining customer empathy and meeting KPI targets. Training and cross-product knowledge updates are provided.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of recent federal/state 1040 preparation for many clients per season.
• PTIN active and willingness to obtain required state licenses.
• Proficient with technology and video/audio customer interactions.

Responsibilities

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice and full-service return preparation with signature.
• Explain tax terms and guide customers using government sites and resources.
• Document interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, projects, and experience validations as needed.
• Maintain compliant, high-quality customer service in a fast-paced setting.

Skills

Active credential

Tax preparation

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax expert to guide TurboTax customers through their returns in a virtual role. An active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication are required to deliver accurate tax guidance and explanations using official resources.

You will perform tax advice, full-service return preparation, and explain tax terms while maintaining customer empathy and meeting KPI targets. Training and cross-product knowledge updates are provided.