Remote Tax Advisor - CPA/EA

Intuit, Inc.; Newton (MA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and clear explanations of tax concepts.

In this virtual role, you will use video tools to help customers complete their returns, answer questions, and ensure accuracy while adhering to privacy and security standards. Requires an active CPA/EA/Practicing Attorney credential, 2+ years of federal/state 1040 prep for 30+ clients, PTIN, and willingness to

Qualifications

• Active unrestricted credential (CPA/EA or practicing attorney) with tax preparation experience.
• 2+ years of recent federal/state 1040 tax return preparation for 30+ clients per season using tax software.
• Must hold or be able to obtain state licenses; PTIN required.
• Knowledge of Circular 230; strong technical and problem-solving skills.
• Willingness to work at least 20 hours per week; reliable internet; remote work readiness.
• Bilingual English/Spanish is a plus.

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 with empathy and deep tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.
• Complete all required training and development, including compliance and cross-training.

Skills

Active unrestricted credential

Tax preparation experience

PTIN holder

Circular 230 knowledge

Bilingual English/Spanish (plus)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and clear explanations of tax concepts.

In this virtual role, you will use video tools to help customers complete their returns, answer questions, and ensure accuracy while adhering to privacy and security standards. Requires an active CPA/EA/Practicing Attorney credential, 2+ years of federal/state 1040 prep for 30+ clients, PTIN, and willingness to