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

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

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in a fully remote, virtual setting. You will provide expert tax guidance, prepare federal and state returns, and answer product questions using clear, everyday language.

A valid CPA/EA/Attorney credential and at least 2 years of recent 1040 experience are required. The role emphasizes high-quality customer interactions, adherence to Circular 230, and ability to meet KPIs.

Qualifications

• Must possess an active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Assist TurboTax customers via video interactions to provide tax guidance and full service return preparation.
• Deliver accurate tax calculations and respond to product/software inquiries.
• Document customer interactions and contribute to KPI metrics and project validations.

Skills

Active credential

Tax preparation

2+ years experience

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in a fully remote, virtual setting. You will provide expert tax guidance, prepare federal and state returns, and answer product questions using clear, everyday language.

A valid CPA/EA/Attorney credential and at least 2 years of recent 1040 experience are required. The role emphasizes high-quality customer interactions, adherence to Circular 230, and ability to meet KPIs.