Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; Newburyport (MA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

This is a virtual, customer-facing role focused on delivering high-quality experiences that reinforce the Intuit brand. Responsibilities include tax advice, full-service return preparation, and product inquiries, with a strong emphasis on empathy and clear communication.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of recent federal/state individual 1040 preparation for 30+ clients per season.
• Experience using commercial tax preparation software.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPIs and program goals.
• Complete training and development as required by the business.

Skills

Active unrestricted credential (CPA/EA

Tax preparation experience

Customer service skills

Bilingual English/Spanish (plus)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

This is a virtual, customer-facing role focused on delivering high-quality experiences that reinforce the Intuit brand. Responsibilities include tax advice, full-service return preparation, and product inquiries, with a strong emphasis on empathy and clear communication.