Remote Tax Consultant — CPA/EA/Attorney

Intuit, Inc.; Fort Wayne (IN); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation support, and explanations of tax terms during live sessions.

Required credentials include an active CPA, EA, or practicing attorney, with 2+ years of federal/state 1040 prep experience for multiple clients per season. Strong communication skills and reliable internet mandatory.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, PTIN, and knowledge of tax laws.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and Tax expertise.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot tax advice and prep inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training and development.

Skills

Active CPA/EA/Attorney credential

2+ years tax prep experience

Remote customer-facing role

Bilingual EN/ES a plus

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation support, and explanations of tax terms during live sessions.

Required credentials include an active CPA, EA, or practicing attorney, with 2+ years of federal/state 1040 prep experience for multiple clients per season. Strong communication skills and reliable internet mandatory.