Remote Tax Advisor (CPA/EA): Expert Returns

Intuit, Inc.; Los Gatos (CA); Remote; USD 34,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their returns virtually. You will guide clients through tax preparation, explain terms, and ensure accurate filings while delivering exceptional service.

The role emphasizes empathy, clear language, and adherence to policy. The candidate must hold an active unrestricted credential (CPA/EA or practicing attorney), have 2+ years of federal/state 1040 experience, and be eligible to work in the United States.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• State licenses/permits/bonds and PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230 and familiarity with government websites.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature.
• Handle product/software questions and tax calculations.
• Document customer interactions and work toward KPI metrics and program goals.

Skills

Tax preparation

Customer service

Video communication

Critical thinking

Problem solving

Research skills

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their returns virtually. You will guide clients through tax preparation, explain terms, and ensure accurate filings while delivering exceptional service.

The role emphasizes empathy, clear language, and adherence to policy. The candidate must hold an active unrestricted credential (CPA/EA or practicing attorney), have 2+ years of federal/state 1040 experience, and be eligible to work in the United States.