Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Bakersfield (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a highly qualified tax professional to guide customers through TurboTax returns, provide expert tax explanations, and ensure accurate, compliant preparation via secure video interactions.

The role emphasizes customer-first service and clear communication. You will work remotely, leveraging TurboTax tools and government resources to deliver accurate answers, contribute to KPIs, and participate in training and product knowledge expansion.

Qualifications

• Active unrestricted credential (CPA, EA, or practicing attorney).
• 2+ years federal/state 1040 prep for 30+ clients/season.
• Must have or obtain state licenses/certificates.
• Active PTIN.
• Willing to work minimum 20 hours/week.
• Circular 230 knowledge.
• Strong customer service via video/audio.
• Excellent verbal and written communication.
• Able to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences leveraging deep tax knowledge.
• Use government websites and professional resources to find the right answer in plain language.
• Apply defined practices and company policies to troubleshoot inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development including compliance and cross-training.

Skills

Tax expertise

Customer service

Video interview

Remote work

Education

CPA / EA / attorney credential

Tools

Smartlook

Tax software

Video conferencing tools

Job description

Intuit, Inc. seeks a highly qualified tax professional to guide customers through TurboTax returns, provide expert tax explanations, and ensure accurate, compliant preparation via secure video interactions.

The role emphasizes customer-first service and clear communication. You will work remotely, leveraging TurboTax tools and government resources to deliver accurate answers, contribute to KPIs, and participate in training and product knowledge expansion.