Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; Lincoln (NE); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing their returns and providing expert guidance.

This virtual role requires a strong credential (CPA/EA/Attorney), tax prep experience, and the ability to communicate clearly with customers. You will work remotely, using secure video tools, to deliver accurate tax advice, calculations, and full-service returns while maintaining high customer satisfaction and adherence to policies.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state 1040 prep experience, 30+ clients per season.
• Must have or obtain state licenses, permits, or bonds as needed.
• Must have PTIN and be willing to work ≥20 hours/week.
• Familiarity with Circular 230; proficient with technology and software.
• Strong communication skills (verbal and written) and professional demeanor.
• Bilingual (English/Spanish) a plus, reside in the United States.

Responsibilities

• Work virtually in a customer-facing role using video software to assist customers.
• Provide tax advice, full service return prep and signature, and handle product inquiries.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Leverage government sites and resources to deliver correct tax information in plain language.
• Follow procedures to troubleshoot and resolve tax advice and preparation questions.
• Document customer interactions and progress toward KPI metrics and goals.
• Participate in pilots, projects and experience validations as needed.
• Complete required training including compliance and product up-skilling.

Skills

Active unrestricted credential

Customer service

Verbal & written communication

Technical literacy

Critical thinking

Fast-paced environment

Video communication

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing their returns and providing expert guidance.

This virtual role requires a strong credential (CPA/EA/Attorney), tax prep experience, and the ability to communicate clearly with customers. You will work remotely, using secure video tools, to deliver accurate tax advice, calculations, and full-service returns while maintaining high customer satisfaction and adherence to policies.