Virtual Tax Advisor (CPA/EA) for TurboTax

Intuit, Inc.; Deerfield (IL); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. in the United States is seeking an experienced tax professional to assist TurboTax customers with tax returns, explanations of tax terms, and expert guidance.

This virtual, customer-facing role uses video tools to help users complete their returns accurately and confidently. The ideal candidate holds an active CPA/EA or practicing attorney credential with proven 2+ years of federal/state 1040 preparation and strong communication skills.

Qualifications

• Active credential required: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• State licenses or ability to obtain as needed.
• PTIN active and training willingness.
• Proficient with technology and online tools.

Responsibilities

• Assist TurboTax customers via virtual video sessions.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot using company procedures.
• Meet KPI metrics and participate in pilot testing and training.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation experience

Customer service

Strong communication skills

Video/remote interaction

Education

Active CPA/EA/Attorney license

Tools

Commercial tax software

Job description

Intuit, Inc. in the United States is seeking an experienced tax professional to assist TurboTax customers with tax returns, explanations of tax terms, and expert guidance.

This virtual, customer-facing role uses video tools to help users complete their returns accurately and confidently. The ideal candidate holds an active CPA/EA or practicing attorney credential with proven 2+ years of federal/state 1040 preparation and strong communication skills.