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

Intuit, Inc.; Stockton (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with their federal and state returns. You will provide tax guidance, use advanced software, and explain complex tax terms clearly to help clients complete filings.

Required credentials include an active CPA/EA/Attorneys license, 2+ years of returns prep, and a willingness to work at least 20 hours per week from a remote home office in the United States.

Qualifications

• This role requires an active, unrestricted credential (CPA/EA/Practicing Attorney) with strong tax prep knowledge.
• 2+ years of federal/state 1040 preparation for many clients per season using tax software.
• Must have or obtain related state licenses and PTIN; position is remote with minimal supervision.
• Willingness to work 20+ hours weekly; good problem solving and communication skills.

Responsibilities

• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Use video interactions to guide customers; explain tax terms in everyday language.
• Document customer interactions and follow company procedures to resolve inquiries.
• Meet KPIs and participate in training, pilots, and validations as required.

Skills

Customer service

Tax preparation

Verbal and written communication

Problem solving

Critical thinking

Attention to detail

Fast-paced environment

Education

Active credential: CPA/EA/Practicing Attorney

Tools

Smartlook

Commercial tax prep software

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with their federal and state returns. You will provide tax guidance, use advanced software, and explain complex tax terms clearly to help clients complete filings.

Required credentials include an active CPA/EA/Attorneys license, 2+ years of returns prep, and a willingness to work at least 20 hours per week from a remote home office in the United States.