Remote Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Evansville (IN); Remote; USD 33,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. The role emphasizes expert tax guidance, accurate prep, and clear explanations of tax terms, delivered via video interactions. Training, compliance, and ongoing skill development are required to maintain high-quality service.

The position supports a flexible schedule with a focus on customer delight and empowerment in preparing taxes for individuals across the United States.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain related State licenses/certificates/permits/bonds.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service with video/audio interaction.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.

Responsibilities

• This is a virtual customer-facing role; you will use our video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including full service returns and signatures, tax calculations, and software inquiries.
• Create high-quality interactions and build confidence with customers using tax expertise and empathy.
• Use government sites and professional resources to find accurate answers explained in everyday language.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and work toward KPI metrics and big bets.
• Participate in pilot testing and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential

Excellent communication skills

Video/phone interactions

Tools

Tax preparation software

Smartlook video tool

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. The role emphasizes expert tax guidance, accurate prep, and clear explanations of tax terms, delivered via video interactions. Training, compliance, and ongoing skill development are required to maintain high-quality service.

The position supports a flexible schedule with a focus on customer delight and empowerment in preparing taxes for individuals across the United States.