Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; Chapel Hill (NC); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation and explanations. This virtual role requires an active unrestricted credential and strong communication skills, with a preference for bilingual English/Spanish candidates.

You will guide customers through returns, answer software questions, and document interactions while meeting KPI targets. This position offers a competitive compensation package and remote flexibility.

Qualifications

• Must have active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses/certificates/permits.
• Preparer Tax Identification Number (PTIN) required.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Strong communication and customer service skills for video interactions.
• Proficient computer skills and tech readiness.
• Live in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax.
• Use government and professional resources to deliver correct answers in everyday language.
• Follow defined procedures and policies to resolve tax inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilot projects, and knowledge updates.

Skills

Excellent communication skills

Bilingual English/Spanish

Tax preparation experience

Active credential (CPA/EA/Attorney)

Proficient with technology

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation and explanations. This virtual role requires an active unrestricted credential and strong communication skills, with a preference for bilingual English/Spanish candidates.

You will guide customers through returns, answer software questions, and document interactions while meeting KPI targets. This position offers a competitive compensation package and remote flexibility.