Remote Tax Advisor—CPA/EA/Attorney

Intuit, Inc.; Ocala (FL); Remote; USD 34,000 - 51,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns with signature, and explain complex terms in plain language.

The role emphasizes strong communication, video interactions, and adherence to compliance training. Candidates must hold an active credential (CPA/EA/Attorney), have 2+ years of 1040 prep experience for 30+ clients per season, and be willing to work at least 20 hours weekly from the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN and willingness to work at least 20 hours per week.
• Proficient with technology and video/audio tools; strong communication skills.
• Residency in the United States; bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video using our state-of-the-art software.
• Provide tax advice, full service return preparation and signature.
• Answer tax and product questions; explain tax and technical terms in everyday language.
• Document customer interactions and meet KPI metrics.
• Participate in training, compliance and up-skilling as required.

Skills

Tax knowledge

Customer service

Video communication

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns with signature, and explain complex terms in plain language.

The role emphasizes strong communication, video interactions, and adherence to compliance training. Candidates must hold an active credential (CPA/EA/Attorney), have 2+ years of 1040 prep experience for 30+ clients per season, and be willing to work at least 20 hours weekly from the United States.