Remote Tax Consultant — CPA/EA/Attorney

Intuit, Inc.; Bluffton (SC); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax expert to assist TurboTax customers remotely, delivering accurate tax guidance and full-service return preparation.

This role emphasizes effective communication, compliance, and a customer-centric experience using video tools. Qualified candidates hold an active CPA/EA/Practicing Attorney credential and have 2+ years of federal/state tax return experience, with PTIN and state licenses as applicable.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state tax return preparation experience for a sizeable client base.
• Must possess or be able to obtain state licenses/certificates; PTIN is required.

Responsibilities

• Interact with customers in a virtual, video-based setting to provide expert tax guidance and return preparation.
• Assist TurboTax customers with tax advice, full-service return preparation, and product questions.
• Document customer interactions and contribute to KPI and Big Bet goals.
• Complete required training and adhere to compliance requirements and security standards.

Skills

Excellent communication

Customer service

Bilingual English/Spanish

Video/online interactions

Fast-paced work

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Commercial tax preparation software

Video communications software (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax expert to assist TurboTax customers remotely, delivering accurate tax guidance and full-service return preparation.

This role emphasizes effective communication, compliance, and a customer-centric experience using video tools. Qualified candidates hold an active CPA/EA/Practicing Attorney credential and have 2+ years of federal/state tax return experience, with PTIN and state licenses as applicable.