Remote Tax Advisor — CPA/EA/Attorney with Bonus & Equity

Intuit, Inc.; Durham (NC); Remote; USD 60,000 - 75,000; Full time

Job summary

Intuit, Inc. is seeking a licensed tax professional to assist TurboTax customers remotely with tax advice, 1040 preparation, and expert explanations of tax terms.

You will deliver high‑quality, empathetic customer service while following defined policies and using our secure video tool. The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state returns experience, PTIN, and availability to work at least 20 hours weekly.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with strong tax preparation experience.
• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• bilingual English/Spanish communication is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and extensive tax expertise.
• Leverage government sites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

CPA

EA

Practicing Attorney

Tax preparation

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a licensed tax professional to assist TurboTax customers remotely with tax advice, 1040 preparation, and expert explanations of tax terms.

You will deliver high‑quality, empathetic customer service while following defined policies and using our secure video tool. The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state returns experience, PTIN, and availability to work at least 20 hours weekly.