Remote Tax Advisor — CPA/EA Expert

Intuit, Inc.; Providence (RI); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers virtually. You will guide clients through tax preparation, provide expert tax advice, and explain complex terms in plain language.

Qualified candidates have an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state 1040 prep experience for many clients per season, with strong communication skills. Remote role with flexible hours and training provided.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of federal and state 1040 preparation for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses/certifications and PTIN.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers via video software to provide tax guidance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language with empathy.
• Document customer interactions and progress toward KPIs and big bet goals.
• Participate in training and development as required by the business.

Skills

Tax knowledge

Customer service

Communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers virtually. You will guide clients through tax preparation, provide expert tax advice, and explain complex terms in plain language.

Qualified candidates have an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state 1040 prep experience for many clients per season, with strong communication skills. Remote role with flexible hours and training provided.