Virtual Tax Advisor (CPA/EA) – Expert Guidance

Intuit, Inc.; Greer (SC); Remote; USD 36,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with completing federal and state tax returns remotely.

You will provide expert advice, perform full-service return preparation, and explain tax concepts in clear, everyday language. You will work in a virtual setting, leveraging government resources and team expertise to deliver accurate answers, while adhering to company policies and achieving KPI targets.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 return preparation for 30+ clients per season using tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must have a valid PTIN.
• Able to work a minimum of 20 hours per week.
• Strong communication, customer service, and problem-solving skills.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Explain tax terms clearly and guide customers using government resources and team expertise.
• Document all customer interactions and maintain accurate records.
• Strive to meet KPI metrics and participate in pilots and training as required.

Skills

Active credential

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with completing federal and state tax returns remotely.

You will provide expert advice, perform full-service return preparation, and explain tax concepts in clear, everyday language. You will work in a virtual setting, leveraging government resources and team expertise to deliver accurate answers, while adhering to company policies and achieving KPI targets.