Remote Tax Advisor CPA/EA – Expert Prep

Intuit, Inc.; Fort Washington (MD); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers remotely in preparing and explaining tax returns.

You will guide clients with expert knowledge, deliver precise tax advice, and ensure compliance while maintaining a high standard of customer service. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work at least 20 hours per week from a remote setting in the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep knowledge.
• 2+ years federal/state 1040 prep for 30+ clients per season using tax software.
• State licenses/certificates/permits/bonds as required.
• PTIN active and valid.
• Willingness to work minimum 20 hours/week.
• Familiarity with Circular 230.
• Proficient with computers and software.
• Excellent spoken and written communication.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep, product inquiries, calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Use government/professional resources to find correct answers in plain language.
• Follow procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots/programs.
• Complete required training and development as determined by the business.

Skills

Active credential (CPA/EA/Attorney)

2+ years tax prep experience

Customer-facing communication

Video/remote work tools proficiency

Digital tax knowledge

Strong problem solving

Typing/documenting interactions

Job description

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers remotely in preparing and explaining tax returns.

You will guide clients with expert knowledge, deliver precise tax advice, and ensure compliance while maintaining a high standard of customer service. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work at least 20 hours per week from a remote setting in the United States.