Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; McAllen (TX); Remote; USD 32,000 - 39,000; Full time

Benefits offered by this job

Bonus and equity rewards

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms.

You will handle customer interactions via video, provide accurate tax advice, and perform full service returns with signatures while meeting quality and compliance standards. The role requires active credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours per week.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 preparation experience for 30+ clients per season using commercial software.
• Must have or obtain state licenses/certificates; PTIN required.
• Willing to work minimum 20 hours per week.

Responsibilities

• Interact with customers via video using TurboTax tools.
• Provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions through empathy and expert knowledge.
• Research and use government sites/resources to deliver accurate answers in everyday language.
• Document customer interactions and align with KPI metrics and company programs.

Skills

Active CPA/EA/Attorney

Tax preparation expertise

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms.

You will handle customer interactions via video, provide accurate tax advice, and perform full service returns with signatures while meeting quality and compliance standards. The role requires active credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours per week.