Virtual Tax Advisor (CPA/EA) - Senior Level

Intuit, Inc.; Topeka (KS); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns with expert guidance. You will provide tax advice, perform full-service preparation, and explain complex terms in a virtual setting using video communications tools.

The role requires at least 2 years of federal/state return experience, active credentials, PTIN, and US residency. Responsibilities include documenting interactions and meeting KPI targets while training as needed.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, permits, bonds, and PTIN.
• Willingness to work minimum 20 hours per week and reside in the United States.
• Knowledge of Circular 230 and strong verbal/written communication.

Responsibilities

• Provide tax advice and full-service return preparation via virtual interactions.
• Explain tax terms clearly and guide customers through TurboTax processes.
• Document customer interactions and meet KPI metrics.
• Utilize government and professional resources to deliver accurate answers.
• Participate in training and pilot projects as required.

Skills

Communication skills

Customer service

Tech proficiency

Video/Audio interactions

Education

CPA/EA/Practicing Attorney credential

PTIN

Tools

Video software (Smartlook)

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns with expert guidance. You will provide tax advice, perform full-service preparation, and explain complex terms in a virtual setting using video communications tools.

The role requires at least 2 years of federal/state return experience, active credentials, PTIN, and US residency. Responsibilities include documenting interactions and meeting KPI targets while training as needed.