Remote Tax Advisor — CPA/EA/Attorney

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will help customers navigate federal and state returns and provide clear guidance using mainstream software.

Candidates should have an active credential (CPA/EA/Attorney), strong communication skills, and the ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus; US residency is required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Willing to obtain related licenses/certifications as needed.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Address product/software inquiries and tax calculations.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and cross-training as required.

Skills

Tax preparation

Customer service

Video calls

Bilingual (EN/ES)

Attention to detail

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will help customers navigate federal and state returns and provide clear guidance using mainstream software.

Candidates should have an active credential (CPA/EA/Attorney), strong communication skills, and the ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus; US residency is required.