Remote Tax Expert (CPA/EA/Attorney)

Jobtome; Las Vegas (NV); Remote; USD 60,000 - 100,000; Full time

Job summary

Intuit is seeking a virtual tax advisor to assist TurboTax customers across the United States. You will provide expert tax guidance, perform full-service returns, and answer product questions with clear, user-friendly explanations.

The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state return prep for 30+ clients per season, PTIN, and a willingness to work at least 20 hours/week. Remote US-wide opportunity.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years of federal/state tax return preparation for at least 30 clients per season.
• Must possess or obtain state licenses/permits/bonds as applicable.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and online tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Leverage government sites and professional resources to find accurate answers in everyday language.
• Apply defined procedures and company policies to troubleshoot inquiries.
• Document customer interactions and outcomes.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Skills

CPA

EA

Attorney

Tools

TurboTax

Job description

Intuit is seeking a virtual tax advisor to assist TurboTax customers across the United States. You will provide expert tax guidance, perform full-service returns, and answer product questions with clear, user-friendly explanations.

The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state return prep for 30+ clients per season, PTIN, and a willingness to work at least 20 hours/week. Remote US-wide opportunity.