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

Intuit, Inc.

Fall River (MA)

Remote

USD 40,000 - 51,000

Full time

5 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide expert explanations of tax terms, and deliver high-quality service to help clients complete their returns accurately.

The role emphasizes clear communication, use of digital tools, and adherence to training and compliance requirements. A 20+ hour per week commitment and a valid CPA/EA/Attorney credential are essential.

Qualifications

  • Active unrestricted credential: CPA/EA/Practicing Attorney required.
  • 2+ years of federal/state 1040 prep for at least 30 clients per season.
  • Must possess or obtain state licenses/certifications.
  • Must have PTIN.
  • Willingness to work minimum 20 hours/week.
  • Based in the United States.

Responsibilities

  • Virtual, customer-facing role using video software to interact with customers.
  • Provide tax advice, full service return prep and signatures.
  • Explain tax terms and provide product/service inquiries.
  • Document customer interactions and meet KPI metrics.
  • Participate in training and development as required by the business.

Skills

Active CPA/EA/Attorney
Tax preparation experience
Strong communication
Video-based interaction
TurboTax software

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide expert explanations of tax terms, and deliver high-quality service to help clients complete their returns accurately.

The role emphasizes clear communication, use of digital tools, and adherence to training and compliance requirements. A 20+ hour per week commitment and a valid CPA/EA/Attorney credential are essential.

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