Virtual Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Lafayette (LA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking tax professionals to assist customers remotely with their TurboTax returns. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes accurately.

Ideal candidates hold an active CPA/EA or practicing attorney credential and have hands‑on experience with federal and state 1040s. You will work in a fast‑paced, remote setting and complete required training while meeting performance KPIs.

Qualifications

• Active unrestricted credential: CPA, EA or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for multiple clients.
• Able to obtain state licenses, PTIN where required.

Responsibilities

• Interact with customers via video using specialized software.
• Provide tax advice and full-service return preparation and signature.
• Answer product questions and tax calculations; document customer interactions.
• Meet KPIs and participate in training and pilot validations.

Skills

Communication skills

Customer service

Problem solving

Critical thinking

Verbal and written communication

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Smartlook

Video conferencing tools

Job description

Intuit, Inc. is seeking tax professionals to assist customers remotely with their TurboTax returns. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes accurately.

Ideal candidates hold an active CPA/EA or practicing attorney credential and have hands‑on experience with federal and state 1040s. You will work in a fast‑paced, remote setting and complete required training while meeting performance KPIs.