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

Intuit, Inc.; Montgomery (AL); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers with tax returns and guidance. The role is virtual and requires active credentials and strong communication.

You will deliver expert tax explanations, prepare returns, and ensure customer confidence using our software and resources. Ideal candidates have CPA/EA/attorney credentials, 2+ years of federal/state 1040 experience, PTIN, and a willingness to work at least 20 hours weekly from the United States.

Qualifications

• Active unrestricted credential required (CPA/EA/Attorney).
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must have or obtain related state licenses/certificates.
• PTIN active.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Strong customer service and communication skills.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Explain tax terms and guide customers through TurboTax products.
• Document customer interactions and maintain compliance with procedures.
• Meet KPI metrics and participate in initiatives as needed.

Skills

Active credential

Tax preparation

Customer service

Communication skills

Bilingual EN/SP

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers with tax returns and guidance. The role is virtual and requires active credentials and strong communication.

You will deliver expert tax explanations, prepare returns, and ensure customer confidence using our software and resources. Ideal candidates have CPA/EA/attorney credentials, 2+ years of federal/state 1040 experience, PTIN, and a willingness to work at least 20 hours weekly from the United States.