Remote Tax Advisor (CPA/EA) - Expert Guidance & Prep

Intuit, Inc.; High Point (NC); Remote; USD 39,000 - 47,000; Full time

Job summary

Intuit, Inc. seeks a highly qualified tax professional to help customers complete their taxes using TurboTax products. This virtual, customer-facing role delivers expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

You will use approved video tools to interact with clients, apply tax laws, document interactions, and support KPI goals. A valid CPA/EA/Attorney credential, 2+ years of returns, PTIN, and remote readiness are required.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Working 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/willing to obtain a hardwired internet connection meeting security criteria.

Responsibilities

• Provide tax advice, full service return preparation and signature
• Answer product and software inquiries and perform tax calculations
• Document customer interactions and resolve inquiries
• Meet KPIs and participate in pilots and training as required

Skills

Tax preparation expertise

Customer service

Communication skills

Problem solving

Technology proficiency

Fast-paced environment

Bilingual English/Spanish

Education

Professional license (CPA/EA/Attorney)

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. seeks a highly qualified tax professional to help customers complete their taxes using TurboTax products. This virtual, customer-facing role delivers expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

You will use approved video tools to interact with clients, apply tax laws, document interactions, and support KPI goals. A valid CPA/EA/Attorney credential, 2+ years of returns, PTIN, and remote readiness are required.