Remote Tax Advisor (CPA/EA) - Expert Prep

Intuit, Inc.; Panama City (FL); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax terms via video interactions. You will help customers complete returns, address product questions, and ensure accurate, compliant filings.

The role emphasizes clear communication, empathy, and adherence to company procedures, with training and ongoing development provided as needed.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must have PTIN and any state licenses.
• Willingness to work minimum 20 hours/week.
• Proficient with technology and customer service.

Responsibilities

• Provide tax advice and full-service return preparation via video interactions.
• Create high-quality customer interactions using empathy and tax knowledge.
• Document all customer interactions and follow procedures to resolve inquiries.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Credentialed tax pro

Tax preparation experience

PTIN

Unrestricted license

Bilingual (English/Spanish)

Strong communication

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of tax terms via video interactions. You will help customers complete returns, address product questions, and ensure accurate, compliant filings.

The role emphasizes clear communication, empathy, and adherence to company procedures, with training and ongoing development provided as needed.