Remote Tax Advisor: CPA/EA for Expert Guidance

Intuit, Inc.

Gainesville (FL)

Remote

USD 37,000 - 48,000

Full time

11 hours ago
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Job summary

Intuit, Inc. is hiring a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and product inquiries. You will deliver accurate guidance, maintain client confidence, and ensure smooth use of our tax software through video interactions.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 experience, and strong communication. Remote, 20+ hours per week, with security-compliant internet access. English/Spanish a plus, US residency.

Qualifications

  • Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
  • 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
  • Must possess an active PTIN.
  • Willing to work minimum 20 hours per week.
  • Working knowledge of Circular 230.
  • Proficient with technology and software.
  • Strong customer service via video/audio tools.
  • Excellent verbal and written communication.
  • Critical thinking and problem solving.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Must have or be willing to obtain hardwired internet connection meeting security criteria.
  • Bilingual English/Spanish a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role using our video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
  • Create high quality customer interactions with empathy and deep tax knowledge.
  • Explain tax terms using everyday language and reliable sources.
  • Document customer interactions and work toward KPI metrics and Big Bet Goals.
  • Participate in pilot testing, projects, and experience validations as needed.
  • Complete required training and development as determined by the business.

Skills

Active unrestricted credential
Strong tax knowledge
Excellent communication
Bilingual a plus

Job description

Intuit, Inc. is hiring a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and product inquiries. You will deliver accurate guidance, maintain client confidence, and ensure smooth use of our tax software through video interactions.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 experience, and strong communication. Remote, 20+ hours per week, with security-compliant internet access. English/Spanish a plus, US residency.

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