Virtual Tax Advisor - CPA/EA/Attorney (Remote)

Intuit, Inc.; Tallahassee (FL); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident, high‑quality interactions.

Role emphasizes customer empathy, adherence to policy, and ongoing training. A strong tax background, US residency, and 20+ hours per week availability are required.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with strong tax prep experience.
• 2+ years’ recent federal/state 1040 prep for 30+ clients per season using tax software.
• Must reside in the United States and hold PTIN.
• Willing to work minimum 20 hours per week; strong communication skills.
• Knowledge of Circular 230 and professional conduct.

Responsibilities

• Assist customers virtually to complete taxes with TurboTax products.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms in everyday language with empathy and accuracy.
• Document interactions and adhere to policies to resolve inquiries.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Active credential (CPA/EA/Practicing A

Tax preparation experience

Video/customer communications

Bilingual English/Spanish

Circular 230 knowledge

PTIN possession

Ability to work 20+ hours/week

Residential US resident

Tools

Tax preparation software

Smartlook/video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident, high‑quality interactions.

Role emphasizes customer empathy, adherence to policy, and ongoing training. A strong tax background, US residency, and 20+ hours per week availability are required.