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

Intuit, Inc.; Charlotte (NC); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified Tax Professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax concepts. The role emphasizes expert guidance, clear communication, and customer delight while supporting brand goals.

Ideal candidates will have an active CPA/EA/Attorney credential, 2+ years of return preparation experience, and the ability to work at least 20 hours per week. Remote work, with training provided, is available across the United States.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season with commercial software.
• Must obtain state licenses/certificates/permits/bonds as needed.
• Must have an active PTIN.
• Willingness to work at least 20 hours/week.
• Strong knowledge of tax laws and Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality customer interactions with empathy and tax expertise.
• Utilize government resources and team expertise to deliver correct answers in plain language.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and contribute to KPI and Big Bet goals.

Skills

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Smartlook video

Job description

Intuit, Inc. is seeking a qualified Tax Professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax concepts. The role emphasizes expert guidance, clear communication, and customer delight while supporting brand goals.

Ideal candidates will have an active CPA/EA/Attorney credential, 2+ years of return preparation experience, and the ability to work at least 20 hours per week. Remote work, with training provided, is available across the United States.