Remote Tax Advisor: CPA/EA Expert Tax Help

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert explanations of tax terms, and support them in completing their returns with accuracy and empathy.

The role emphasizes training, compliance, and delivering high-quality customer experiences, all while meeting KPI goals. Strong tax knowledge and customer service skills are essential for success in this virtual position.

Qualifications

• Active unrestricted credential (EA/CPA/Practicing Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must hold or be able to obtain state licenses/certificates/permits as required.
• Active PTIN and willingness to work minimum 20 hours per week.
• Resides in the United States; English/Spanish bilingual is a plus.

Responsibilities

• Interact with customers via video in a virtual environment, providing tax guidance.
• Deliver full-service federal/state return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPI metrics.
• Complete required training and security/compliance programs.

Skills

Active unrestricted credential (EA/CPA

Practicing attorney

Tax preparation experience

Strong communication skills

Bilingual English/Spanish a plus

Education

State licenses/certificates as required

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert explanations of tax terms, and support them in completing their returns with accuracy and empathy.

The role emphasizes training, compliance, and delivering high-quality customer experiences, all while meeting KPI goals. Strong tax knowledge and customer service skills are essential for success in this virtual position.