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

Intuit, Inc.; Tempe (AZ); Remote; USD 39,000 - 51,000; Part time

Job summary

Intuit, Inc. seeks a tax-focused professional to assist customers using TurboTax in a virtual, video-enabled setting. You will provide expert tax guidance, prepare and sign returns, and answer software questions while maintaining a high level of customer service.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep experience, PTIN, and the ability to work at least 20 hours per week. English proficiency is essential; Spanish is a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney required.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• State licenses/permits/bonds as needed.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong English communication, with Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy to instill confidence.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot tax advice and preparation questions.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot testing and special projects as needed.
• Complete required training and development as determined by the business.

Skills

CPA/EA/Attorney

Excellent communication

Bilingual EN/ES

Customer service

Video-based support

Tools

TurboTax

Job description

Intuit, Inc. seeks a tax-focused professional to assist customers using TurboTax in a virtual, video-enabled setting. You will provide expert tax guidance, prepare and sign returns, and answer software questions while maintaining a high level of customer service.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep experience, PTIN, and the ability to work at least 20 hours per week. English proficiency is essential; Spanish is a plus.