Remote Tax Advisor (CPA/EA/Attorney) Expert Tax Prep

Intuit, Inc.; Naples (FL); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is hiring a virtual tax specialist to assist TurboTax customers from home in the United States. You will leverage video tools to guide clients through tax preparation, offering tax advice, calculations, and product support.

The role emphasizes clear language, empathy, and accuracy. You must hold an active CPA/EA or practicing attorney credential and be able to work at least 20 hours per week. Strong English skills are required; Spanish is a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using tax software.
• State licenses/permits/bonds as required.
• Active PTIN.
• Willingness to work ≥20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Assist TurboTax customers virtually via video; provide tax advice and explanations.
• Perform full-service tax return preparation and e-signature for clients.
• Address product and software inquiries and tax calculations.
• Document interactions and maintain KPI-driven performance.

Skills

Tax knowledge

Customer service

Bilingual (EN/ES)

Credentials eligible

Education

Active CPA/EA/Att credential

Job description

Intuit, Inc. is hiring a virtual tax specialist to assist TurboTax customers from home in the United States. You will leverage video tools to guide clients through tax preparation, offering tax advice, calculations, and product support.

The role emphasizes clear language, empathy, and accuracy. You must hold an active CPA/EA or practicing attorney credential and be able to work at least 20 hours per week. Strong English skills are required; Spanish is a plus.