Remote Tax Advisor: CPA/EA Expert

Intuit, Inc.; Morristown (NJ); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking skilled tax professionals to provide TurboTax customer support in a virtual environment. You will guide customers through tax preparation, explain tax terminology, and ensure accurate, compliant returns while delivering exceptional service.

The role emphasizes interactive video-based assistance, knowledge sharing, and adherence to security standards. Remote, part-time to full-time hours available, with competitive compensation and benefits.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain State licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection that meets Intuit security criteria.
• English/Spanish bilingual skills are a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice and full service return preparation and signatures.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government resources and team knowledge to deliver correct answers.
• Document customer interactions and meet KPI metrics and project goals.
• Participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone communication

Tools

TurboTax software

Job description

Intuit, Inc. is seeking skilled tax professionals to provide TurboTax customer support in a virtual environment. You will guide customers through tax preparation, explain tax terminology, and ensure accurate, compliant returns while delivering exceptional service.

The role emphasizes interactive video-based assistance, knowledge sharing, and adherence to security standards. Remote, part-time to full-time hours available, with competitive compensation and benefits.