Remote Tax Advisor (CPA/EA)

Intuit, Inc.

Carmel-by-the-Sea (CA)

Remote

USD 40,000 - 51,000

Part time

7 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their returns and explanations of tax terms using TurboTax products. This virtual, customer-facing role emphasizes expert guidance, quality interactions, and adherence to security standards.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 prep experience for 30+ clients per season, PTIN, and the ability to work at least 20 hours weekly. Bilingual a plus, USA resident.

Qualifications

  • Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
  • 2+ years of federal/state 1040 preparation for at least 30 clients per season using commercial tax software.
  • Must possess or be able to obtain state licenses, permits, or bonds; PTIN; willing to work minimum 20 hours per week.

Responsibilities

  • Assist TurboTax customers via virtual video interactions.
  • Provide tax advice, full service returns, product inquiries, and tax calculations.
  • Document interactions and adhere to policies; achieve KPI metrics and participate in pilots.

Skills

Tax knowledge
Customer service
Communication
Video-interaction

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their returns and explanations of tax terms using TurboTax products. This virtual, customer-facing role emphasizes expert guidance, quality interactions, and adherence to security standards.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 prep experience for 30+ clients per season, PTIN, and the ability to work at least 20 hours weekly. Bilingual a plus, USA resident.

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