Virtual Tax Advisor — CPA/EA/Attorney Expert

Intuit, Inc.; Cornelius (NC); Remote; USD 39,000 - 50,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax expert with an active, unrestricted credential to assist TurboTax customers remotely. You will guide clients, perform federal and state 1040 preparations, explain tax terms, and ensure accurate returns with a focus on customer satisfaction.

Training and compliance are required, with flexible hours across the US. This virtual role emphasizes clear communication, fast problem solving, and adherence to company KPI metrics while helping customers complete their taxes

Qualifications

• Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Explain tax terms and calculations in everyday language to customers.
• Document customer interactions and follow defined company procedures to resolve inquiries.
• Meet KPI metrics and participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Video communications

Problem solving

Attention to detail

Job description

Intuit, Inc. is seeking a tax expert with an active, unrestricted credential to assist TurboTax customers remotely. You will guide clients, perform federal and state 1040 preparations, explain tax terms, and ensure accurate returns with a focus on customer satisfaction.

Training and compliance are required, with flexible hours across the US. This virtual role emphasizes clear communication, fast problem solving, and adherence to company KPI metrics while helping customers complete their taxes