Remote Tax Advisor Pro (CPA/EA/Attorney)

Intuit, Inc.; Oklahoma City (OK); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax returns. This virtual role requires delivering expert tax guidance, performing full service return preparation, and ensuring customer satisfaction through clear, empathetic communication.

You will interact via video, leverage tax software, and adhere to compliance protocols while meeting performance goals in a fast-paced environment.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of federal/state individual 1040 prep experience for 30+ clients per season using tax software.
• Must possess or obtain state licenses/certificates/permits.
• Must have PTIN.
• Willing to work min 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.

Responsibilities

• Provide tax guidance and full-service return preparation and signature.
• Assist TurboTax customers with tax advice and product inquiries.
• Document customer interactions and resolve inquiries.
• Maintain KPI metrics and participate in ongoing training.

Skills

Tax preparation

Customer service

Video/remote support

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax returns. This virtual role requires delivering expert tax guidance, performing full service return preparation, and ensuring customer satisfaction through clear, empathetic communication.

You will interact via video, leverage tax software, and adhere to compliance protocols while meeting performance goals in a fast-paced environment.