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

Intuit, Inc.; Moreno Valley (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking tech-savvy tax professionals to assist customers remotely with TurboTax. You will provide expert guidance, conduct full-service return preparation, and explain tax terms using plain language.

The role emphasizes strong communication, adherence to regulatory standards, and high-quality customer service across a virtual platform. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of 1040 experience and PTIN.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses/certificates/permits/bonds and PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230 and basic tax regulations.
• Strong customer service skills and ability to interact with customers via video and audio tools.

Responsibilities

• Assist TurboTax customers via video interactions to provide tax advice and guidance.
• Provide full-service return preparation and signature where applicable.
• Explain tax concepts and answer product questions in clear, everyday language.
• Document customer interactions and troubleshoot using company procedures.
• Meet KPI metrics and participate in training and pilot projects as needed.

Skills

Tax preparation

Customer service

Communication

Video interactions

Regulatory knowledge (Circular 230)

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking tech-savvy tax professionals to assist customers remotely with TurboTax. You will provide expert guidance, conduct full-service return preparation, and explain tax terms using plain language.

The role emphasizes strong communication, adherence to regulatory standards, and high-quality customer service across a virtual platform. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of 1040 experience and PTIN.