Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Westlake (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax. You will provide expert guidance, prepare returns, and explain tax terms while leveraging video interactions to deliver a clear, friendly customer experience.

The role is remote and requires 20+ hours per week, with a focus on accuracy, compliance, and high-quality service. Training and KPI-driven performance are part of the responsibilities.

Qualifications

• Active, unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 returns experience for 30 clients per season.
• Must hold/obtain related state licenses, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230; strong tech skills.
• Excellent customer service via video/audio; strong communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus; US resident.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice and full-service return preparation.
• Explain tax terms and provide product/software guidance; perform tax calculations as needed.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Strive to meet KPI metrics and participate in pilots and training as required.

Skills

Active credential (CPA/EA/Attorney)

2+ years tax prep experience

PTIN

Unrestricted state licenses

20 hours per week

Circular 230 knowledge

Tech literacy

Customer service

Verbal and written communication

Critical thinking & problem solving

Fast-paced env. with minimal supervis

Hardwired internet connection

Bilingual English/Spanish a plus

United States resident

Job description

Intuit, Inc. is seeking a qualified tax professional to help customers complete their taxes using TurboTax. You will provide expert guidance, prepare returns, and explain tax terms while leveraging video interactions to deliver a clear, friendly customer experience.

The role is remote and requires 20+ hours per week, with a focus on accuracy, compliance, and high-quality service. Training and KPI-driven performance are part of the responsibilities.