Remote Tax Advisor (CPA/EA) – Expert Returns

Intuit, Inc.; Cornelius (NC); Remote; USD 42,000 - 62,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax. This remote, client-facing role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax preparation, provide expert advice, and explain tax terms in everyday language, using our video software to interact. The role emphasizes high-quality customer interactions, training completion, and meeting

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state 1040 preparation for at least 30 clients per season using commercial software.
• Must possess or obtain related state licenses, certificates, permits, or bonds and PTIN.
• Willing to work a minimum of 20 hours per week and have an internet connection meeting security criteria.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Interact with customers via video using our software.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and guide customers through TurboTax.
• Document customer interactions and maintain KPI targets.
• Participate in training and compliance activities as required.

Skills

Tax preparation

Customer service

Verbal communication

Problem solving

Attention to detail

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax. This remote, client-facing role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax preparation, provide expert advice, and explain tax terms in everyday language, using our video software to interact. The role emphasizes high-quality customer interactions, training completion, and meeting