Remote Tax Advisor (CPA/EA/Attorney) — 1040 Expert

Intuit, Inc.; Mansfield (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and answer product questions through a video interface.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and compliance with security standards. Ability to work at least 20 hours per week is preferred.

Qualifications

• Must hold an active unrestricted credential: CPA/EA or practicing attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season.
• Must hold or obtain state licenses, PTIN, and adhere to Circular 230.

Responsibilities

• Interact with customers via video using TurboTax tools to provide tax guidance.
• Assist with tax return preparation, calculations, and product inquiries.
• Document customer interactions and ensure accuracy and compliance.
• Meet KPI metrics and participate in training, pilots, and validations.
• Work with a dedicated internet connection meeting security standards.

Skills

Tax prep expertise

Customer service

Communication

Video/remote interaction

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and answer product questions through a video interface.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and compliance with security standards. Ability to work at least 20 hours per week is preferred.