Remote Tax Advisor (CPA/EA/Attorney)

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

Job summary

Intuit, Inc. seeks a skilled tax professional to assist TurboTax customers remotely with tax returns, tax advice, and product inquiries. You will provide clear explanations of tax terms, guided support, and accurate calculations using official resources.

The role emphasizes empathy, customer service excellence, and adherence to compliance training, with flexible hours and robust benefits aligned with company programs.

Qualifications

• Active unrestricted credential required (CPA/EA/Practicing Attorney).
• 2+ years of federal/state 1040 experience with at least 30 clients per season.
• Must have PTIN and any required state licenses.
• Available to work minimum 20 hours per week.
• Strong communication and professional video/email interaction skills.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, including full service prep and signatures.
• Provide tax guidance, product inquiries, and tax calculations as needed.
• Use government sites and resources to find the right answers in plain language.
• Document customer interactions and work toward KPIs and Big Bet goals.
• Participate in training, pilots, and ongoing professional development.

Skills

Active CPA/EA/Attny

Tax prep experience

Video/phone support

Strong communication

PTIN holder

Bilingual English/Spanish (plus)

Tools

TurboTax software

Job description

Intuit, Inc. seeks a skilled tax professional to assist TurboTax customers remotely with tax returns, tax advice, and product inquiries. You will provide clear explanations of tax terms, guided support, and accurate calculations using official resources.

The role emphasizes empathy, customer service excellence, and adherence to compliance training, with flexible hours and robust benefits aligned with company programs.