Remote Tax Advisor (CPA/EA) - TurboTax Expert

Intuit, Inc.; Orlando (FL); Remote; USD 34,000 - 47,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax concepts via video interactions.

You will leverage your credentialed expertise to provide accurate, empathetic support while documenting interactions and contributing to KPI goals. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience, and strong communication skills.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney.
• 2+ years preparing federal/state 1040s for 30+ clients per season with paid work.
• State licenses/certificates or ability to obtain them.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Dedicated hardwired internet connection.
• English/Spanish bilingual a plus.

Responsibilities

• Virtual, customer-facing role using Smartlook video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service prep and signature, product inquiries, and tax calculations.
• Create high-quality interactions using deep tax knowledge and empathy.
• Use government websites and resources to provide correct answers in everyday language.
• Follow procedures to troubleshoot inquiries and document interactions.
• Meet KPI metrics and participate in pilots and projects.
• Complete required training and development as needed.

Skills

Customer empathy

Verbal communication

Written communication

Problem solving

Attention to detail

Video/remote interaction

Adaptability

Bilingual (English/Spanish)

Education

Active CPA/EA/Practicing Attorney credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax concepts via video interactions.

You will leverage your credentialed expertise to provide accurate, empathetic support while documenting interactions and contributing to KPI goals. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience, and strong communication skills.