Remote Tax Pro & Advisor (CPA/EA/Attorney)

Intuit, Inc.; Lexington (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their TurboTax returns in a virtual environment. You will provide expert guidance on tax preparation and explain complex tax terms in everyday language.

This role emphasizes customer delight and accurate, compliant service. Candidates should hold an active CPA/EA or be a practicing attorney, with strong communication skills and experience with tax software.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• Experience preparing federal and state individual returns.
• Must have PTIN and state licenses as applicable.
• Experience with TurboTax or similar tax software.

Responsibilities

• Interact with customers via video and audio tools in a virtual setting.
• Provide tax advice, full service return preparation and signing.
• Explain tax concepts clearly using plain language.
• Document customer interactions and resolve inquiries.
• Complete required training and compliance programs.

Skills

Excellent communication skills

Customer service mindset

Bilingual English/Spanish

Video/remote communication experience

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax Software

Tax software expertise

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their TurboTax returns in a virtual environment. You will provide expert guidance on tax preparation and explain complex tax terms in everyday language.

This role emphasizes customer delight and accurate, compliant service. Candidates should hold an active CPA/EA or be a practicing attorney, with strong communication skills and experience with tax software.