Remote Tax Advisor: Expert CPA/EA/Attorney Guidance

Intuit, Inc.; St. Louis (MO); Remote; USD 33,000 - 44,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will guide customers with tax advice, perform full-service returns, and explain tax concepts clearly while upholding brand standards. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), at least 2 years of federal/state return prep for many clients, PTIN, and strong communication skills.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• State licenses/permits/bonds as required.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Strong computer and software skills.
• Bilingual English/Spanish a plus.
• Based in United States.

Responsibilities

• Virtual, customer-facing role using Smartlook video software.
• Provide tax advice, full service return prep and signature.
• Answer product/software questions and tax calculations.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in projects and training.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Technology proficiency

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will guide customers with tax advice, perform full-service returns, and explain tax concepts clearly while upholding brand standards. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), at least 2 years of federal/state return prep for many clients, PTIN, and strong communication skills.