Remote Tax Advisor (CPA/EA) – Client Guidance

Intuit, Inc.

Winston-Salem (NC)

Remote

USD 33,000 - 51,000

Full time

6 hours ago
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Benefits offered by this job

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Job summary

Intuit, Inc. is seeking a highly motivated Tax Professional to assist TurboTax customers with their federal and state returns from a remote, video-enabled environment.

You will provide expert guidance, explain tax terms, perform full-service return preparation, and help customers complete their taxes efficiently. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have 2+ years of 1040 experience serving at least 30 clients per season, and be US-resident.

Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
  • 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
  • Able to obtain state licenses/certificates as required and maintain PTIN.
  • Willing to work a minimum of 20 hours per week.
  • Must reside in the United States.

Responsibilities

  • Virtual, customer-facing role using video communication to assist customers.
  • Provide tax advice and full-service return preparation and signatures.
  • Explain tax concepts clearly and guide customers using everyday language.
  • Document customer interactions and adhere to company policies.

Skills

Active unrestricted credential support
Bilingual English/Spanish
Excellent communication
Video/remote tools proficiency

Education

Active unrestricted credential (CPA/EA/Attorney)

Tools

Tax software
PTIN management
Circular 230 knowledge

Job description

Intuit, Inc. is seeking a highly motivated Tax Professional to assist TurboTax customers with their federal and state returns from a remote, video-enabled environment.

You will provide expert guidance, explain tax terms, perform full-service return preparation, and help customers complete their taxes efficiently. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have 2+ years of 1040 experience serving at least 30 clients per season, and be US-resident.

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