Remote Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Waterloo (IL); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax. This virtual role focuses on expert guidance, tax preparation, and clear explanations of terms to empower customers and strengthen the brand.

Responsibilities include delivering high-quality service via video, answering tax questions, and performing full service returns with signatures while leveraging government resources and company policies. Strong communication is essential.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax knowledge.
• 2+ years of federal/state individual 1040 prep for many clients per season.
• Active PTIN and ability to obtain related state licenses.
• Willing to work a minimum of 20 hours per week and use video tools.
• Know-how of Circular 230 and strong communication skills.

Responsibilities

• Provide tax guidance and full service return preparation via video platform.
• Assist TurboTax customers with tax questions, calculations, and software inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Utilize government sites and resources to find accurate answers for customers.
• Apply procedures to troubleshoot inquiries and document interactions.
• Meet KPI metrics and participate in pilot testing and training as needed.

Skills

Active unrestricted credential (EA/CPA

Tax preparation experience

Video/remote customer interactions

Bilingual English/Spanish (a plus)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax. This virtual role focuses on expert guidance, tax preparation, and clear explanations of terms to empower customers and strengthen the brand.

Responsibilities include delivering high-quality service via video, answering tax questions, and performing full service returns with signatures while leveraging government resources and company policies. Strong communication is essential.