Remote Tax Advisor | CPA/EA/Attorney

Intuit, Inc.; Sanford (FL); Remote; USD 45,000 - 65,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns accurately and confidently.

The role emphasizes strong communication, adherence to policies, and a commitment to customer delight. Training and ongoing development are provided to stay current with tax laws and product updates.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state 1040 prep for ~30 clients per season.
• Must possess or obtain state licenses/permits/bonds.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Familiar with Circular 230.
• Proficient with technology and video/online tools.

Responsibilities

• Interact with customers in a virtual, video-based setting.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and tax calculations.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in trainings and pilots.

Skills

CPA/EA/Attorney credentials

Tax return prep

PTIN

Circular 230

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns accurately and confidently.

The role emphasizes strong communication, adherence to policies, and a commitment to customer delight. Training and ongoing development are provided to stay current with tax laws and product updates.