Remote Senior Tax Consultant - CPA/EA Expert

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax. You will provide expert guidance, tax preparation, and explanations of terms to help customers complete their returns and understand their filings.

The role emphasizes strong communication, accuracy, and the ability to work in a fast-paced environment while adhering to compliance requirements. Training and security standards are rigorously applied.

Qualifications

• Must hold an active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state individual 1040 tax return prep for 30+ clients per season using commercial software.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must have or be willing to obtain PTIN.
• Willingness to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service with professional, friendly video communication.
• Excellent verbal and written communication.
• Ability to work in fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and extensive tax knowledge.
• Leverage government sites and professional resources to deliver accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Credentials (CPA/EA/Attorney)

Tax preparation

Customer communication

Video/remote interaction

Research/problem solving

Circular 230 knowledge

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax. You will provide expert guidance, tax preparation, and explanations of terms to help customers complete their returns and understand their filings.

The role emphasizes strong communication, accuracy, and the ability to work in a fast-paced environment while adhering to compliance requirements. Training and security standards are rigorously applied.