Virtual Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Los Gatos (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to assist customers with TurboTax returns remotely. You will provide expert guidance, prepare federal and state returns, and explain tax concepts in clear terms via video interactions.

The role emphasizes fast, accurate tax support, strong communication, and adherence to regulatory guidelines. Training, cross-product knowledge, and performance-based rewards accompany this position.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain state licenses, permits, or bonds and an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and tax software.
• Strong customer service and communication skills, both verbal and written.

Responsibilities

• Provide tax guidance and full-service return preparation via video communications.
• Explain tax concepts and calculations in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Resolve inquiries using government resources and team expertise.
• Participate in training, development, and pilot projects as required.

Skills

Excellent communication

Tax preparation

Customer empathy

Video interactions

Research skills

Education

CPA

Enrolled Agent (EA)

Attorney

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist customers with TurboTax returns remotely. You will provide expert guidance, prepare federal and state returns, and explain tax concepts in clear terms via video interactions.

The role emphasizes fast, accurate tax support, strong communication, and adherence to regulatory guidelines. Training, cross-product knowledge, and performance-based rewards accompany this position.