Remote Tax Advisor — CPA/EA/Attorney

Intuit, Inc.; Pine Brook (NJ); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing setting.

You will provide expert tax guidance, perform full-service preparation, and explain tax concepts using everyday language. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong communication skills, and a commitment to meeting performance targets.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds; PTIN.
• Willingness to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; capable with computers and software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including advice, full-service preparation, and signature.
• Deliver high quality interactions with empathy and deep tax expertise.
• Use government sites and resources to provide accurate answers in plain language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions and outcomes.
• Contribute toward KPI metrics and program goals.
• Participate in training, pilots, and ongoing professional development.

Skills

Tax preparation

Customer service

Video calls

Tax law knowledge

Communication skills

Problem solving

Fast-paced work

PTIN familiarity

Education

Active CPA/EA/Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing setting.

You will provide expert tax guidance, perform full-service preparation, and explain tax concepts using everyday language. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong communication skills, and a commitment to meeting performance targets.