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

Intuit, Inc.; Naples (FL); Remote; USD 60,000 - 75,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax products, offering expert guidance, tax preparation, and explanations of tax terminology.

The role emphasizes customer delight and accurate, empathetic service in a fast-paced, virtual environment. You will use video communications tools and government resources to provide accurate advice, complete full-service returns when needed, and meet company KPIs.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns experience for 30+ clients per season using commercial tax software.
• Willing to work minimum 20 hours per week and complete required trainings.

Responsibilities

• Interact with customers virtually via video software to provide expert tax guidance.
• Assist with tax preparation, tax calculations, and signature for full-service returns.
• Document customer interactions and resolve inquiries using defined procedures and government resources.
• Maintain KPI targets and participate in pilots and trainings as required.

Skills

Active language: English

Video/remote customer interaction

Strong tax knowledge

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax products, offering expert guidance, tax preparation, and explanations of tax terminology.

The role emphasizes customer delight and accurate, empathetic service in a fast-paced, virtual environment. You will use video communications tools and government resources to provide accurate advice, complete full-service returns when needed, and meet company KPIs.