Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Charlotte (NC); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert to guide TurboTax customers through federal and state returns in a remote, customer‑facing role.

You will provide expert tax advice, assist with full service returns, and explain tax terms using clear language. Candidates must hold an active credential (CPA/EA/Practicing Attorney) with 2+ years of experience, be able to work at least 20 hours weekly, and reside in the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of federal/state 1040 tax return preparation for 30+ clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Create high quality customer interactions and experiences using tax knowledge and empathy.
• Leverage government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and goals.
• Participate in training and professional development as required by the business.

Skills

Client-focused communication

Tax preparation expertise

Video/phone support

Problem solving

Attention to detail

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax expert to guide TurboTax customers through federal and state returns in a remote, customer‑facing role.

You will provide expert tax advice, assist with full service returns, and explain tax terms using clear language. Candidates must hold an active credential (CPA/EA/Practicing Attorney) with 2+ years of experience, be able to work at least 20 hours weekly, and reside in the United States.