Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state tax returns with expert advice and clear explanations of tax terms.

You will leverage video interactions to build trust and deliver accurate tax solutions using your CPA/EA/Attorneys credentials. The role requires 20+ hours per week, active credentials, and strong knowledge of tax codes, with training provided to stay aligned with company standards.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial tax software.
• Must hold or obtain state licenses, permits or bonds.
• PTIN required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software tools.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communication software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Deliver high quality customer interactions with empathy and deep tax knowledge.
• Use government resources and team expertise to find accurate answers for customers.
• Follow defined procedures to troubleshoot and resolve tax questions and preparation inquiries.
• Document all customer interactions.
• Aim to meet company KPI metrics and Big Bet Goals.
• Participate in training, pilot programs, and experience validations as needed.

Skills

Tax expertise

Customer communication

Video interactions

Problem solving

Bilingual EN/ES

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state tax returns with expert advice and clear explanations of tax terms.

You will leverage video interactions to build trust and deliver accurate tax solutions using your CPA/EA/Attorneys credentials. The role requires 20+ hours per week, active credentials, and strong knowledge of tax codes, with training provided to stay aligned with company standards.