Remote Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Troy (MI); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual role to guide customers through TurboTax returns and provide expert tax explanations. The position emphasizes strong communication, reliability, and the ability to work remotely across the United States.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep, and knowledge of tax laws, with training and KPI-driven performance expected.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
• 2+ years of recent federal/state 1040 prep for 30+ clients per season using commercial tax software.
• State licenses/certs or ability to obtain.
• Active PTIN.
• Willingness to work ≥20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and computers.
• Strong customer service and communication skills (video/audio).
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software (Smartlook) to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Deliver high-quality customer interactions with empathy and deep tax expertise.
• Use government websites and resources to find accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and trainings as needed.
• Complete required training and development as required by the business.

Skills

Tax prep

Communication

Video/remote interactions

Customer service

Bilingual (EN/ES)

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual role to guide customers through TurboTax returns and provide expert tax explanations. The position emphasizes strong communication, reliability, and the ability to work remotely across the United States.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep, and knowledge of tax laws, with training and KPI-driven performance expected.