Remote Tax Advisor (CPA/EA)

Intuit, Inc.; North Las Vegas (NV); Remote; USD 37,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, explanations of tax terms, and support customers through video-based interactions, delivering accurate results with a focus on customer satisfaction. The role requires active credentials (CPA/EA/Attorney), 2+ years of prep experience, PTIN, and the ability to work at least 20 hours weekly.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain relevant State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers professionally via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and handle product/software inquiries.
• Deliver high-quality customer interactions using empathy and extensive tax knowledge.
• Use government resources and team expertise to deliver accurate answers in plain language.
• Follow defined policies to troubleshoot and resolve tax inquiries and preparation questions.
• Document all customer interactions.
• Aim to meet KPI metrics and Big Bet goals.
• Participate in pilot testing or projects as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential

Tax preparation experience

2+ years tax prep

PTIN

State licenses

20 hours per week

Circular 230

Technology proficient

Customer service

Verbal and written communication

Critical thinking

Fast-paced environment

Hardwired internet

Bilingual English/Spanish (plus)

US residency

Tools

TurboTax Software

Smartlook Video Software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, explanations of tax terms, and support customers through video-based interactions, delivering accurate results with a focus on customer satisfaction. The role requires active credentials (CPA/EA/Attorney), 2+ years of prep experience, PTIN, and the ability to work at least 20 hours weekly.