Virtual Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Tucson (AZ); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax return preparation in a fully remote capacity.

You will use video communication tools to interact with clients, provide tax calculations and explanations of terms, and ensure compliance with training and KPI goals. The role emphasizes strong customer service and deep tax knowledge, with paid bonuses and benefits.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax prep experience.
• 2+ years preparing federal and state individual 1040 returns for many clients per season.
• Must hold or obtain related state licenses and PTIN.
• Willing to work at least 20 hours per week; proficient with technology.

Responsibilities

• Interact with customers virtually using video communications software to provide tax guidance.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Answer product and software questions, perform tax calculations, and explain terms to customers.
• Document interactions and meet KPI metrics and program goals.
• Participate in training, pilots, and compliance requirements as needed.

Skills

Tax preparation expertise

Customer service

Video/phone conferencing

Research and problem solving

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credentials

Job description

Intuit, Inc. in the United States is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax return preparation in a fully remote capacity.

You will use video communication tools to interact with clients, provide tax calculations and explanations of terms, and ensure compliance with training and KPI goals. The role emphasizes strong customer service and deep tax knowledge, with paid bonuses and benefits.