Remote Tax Advisor (CPA/EA)

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full service return preparation, and explain complex tax terms using our secure video platform.

The role requires strong communication and a willingness to train further. The position is virtual, funded on a performance-based pay scale, and supports customers across multiple states.

Qualifications

• Must hold an active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years of federal/state individual 1040 tax return prep experience for at least 30 clients per season.
• Strong communication and customer service skills with video interaction.
• Proficient with tax software and technology.
• Willingness to complete required trainings and compliance programs.

Responsibilities

• Interact with customers via video using Intuit tools.
• Provide tax guidance, full service return prep, and signature.
• Explain tax terms and assist with tax calculations.
• Use government resources to provide accurate answers.
• Document customer interactions and meet KPIs.

Skills

Active credential knowledge

2+ years tax prep experience

Strong communication

Video/remote customer service

Tech proficiency

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full service return preparation, and explain complex tax terms using our secure video platform.

The role requires strong communication and a willingness to train further. The position is virtual, funded on a performance-based pay scale, and supports customers across multiple states.