Virtual Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Boise (ID); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through their returns remotely.

You will leverage expert knowledge of federal and state tax rules to provide accurate advice, perform full-service returns, and explain complex terms in plain language. This virtual role requires an unrestricted credential (CPA/EA/Practicing Attorney), strong communication, and the ability to meet performance metrics.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal and state returns for 30+ clients per season.
• Must hold or obtain state licenses and PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Strong customer service and communication skills.
• Proficient with technology and computer software.

Responsibilities

• Interact with customers virtually via video communications.
• Provide tax advice, full-service return prep and signature.
• Handle product/software inquiries and tax calculations.
• Deliver high-quality customer interactions with empathy and expertise.
• Use government sites and resources to find accurate answers.
• Follow procedures to resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Active unrestricted credential

Tax credentials

2+ years tax prep experience

PTIN

Bilingual English/Spanish

Customer service

Verbal & written communication

Problem solving

Internet connection

Circular 230 knowledge

Tech proficiency

Tools

TurboTax

Video software (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through their returns remotely.

You will leverage expert knowledge of federal and state tax rules to provide accurate advice, perform full-service returns, and explain complex terms in plain language. This virtual role requires an unrestricted credential (CPA/EA/Practicing Attorney), strong communication, and the ability to meet performance metrics.