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

Intuit, Inc.; Beachwood (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers with federal and state returns in a fully remote role.

You will provide expert guidance, perform full service return preparation and signature, and explain tax terms in clear, everyday language. Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of preparing 1040s for at least 30 clients per season, PTIN, and the ability to work 20+ hours weekly.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal/state 1040s for at least 30 clients per season with tax software.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Must have PTIN (Preparer Tax Identification Number).
• Willing to work minimum 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality interactions using deep tax knowledge and customer empathy.
• Use government sites and professional resources to deliver correct answers in plain language.
• Follow procedures to troubleshoot and resolve tax preparation inquiries.
• Document customer interactions and meet KPI metrics.

Skills

CPA/EA/Attorney

Tax preparation

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers with federal and state returns in a fully remote role.

You will provide expert guidance, perform full service return preparation and signature, and explain tax terms in clear, everyday language. Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of preparing 1040s for at least 30 clients per season, PTIN, and the ability to work 20+ hours weekly.