Virtual Tax Advisor - CPA/EA/Attorney Expert

Intuit, Inc.; Traverse City (MI); Remote; USD 34,000 - 48,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, explain complex tax terms, and perform full service return preparation with confidence and empathy.

The role emphasizes high-quality customer interactions, use of online resources, and adherence to company procedures. A strong credential and 20+ hours weekly availability are required.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• State licenses/certificates/permits/bonds as required.
• Active PTIN.
• Willingness to work at least 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Interact with customers virtually using video software.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms and use plain language for customers.
• Research using government sites and professional resources to answer questions.

Skills

Unrestricted credential knowledge (CPA

Excellent communication

Video/virtual customer interactions

Bilingual English/Spanish (nice tohave

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, explain complex tax terms, and perform full service return preparation with confidence and empathy.

The role emphasizes high-quality customer interactions, use of online resources, and adherence to company procedures. A strong credential and 20+ hours weekly availability are required.