Remote Tax Advisor (CPA/EA) for Expert Returns

Intuit, Inc.; Berkeley Township (NJ); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their returns with expert tax guidance. You will use state-of-the-art video tools to assist clients, provide tax calculations, and deliver excellent customer service.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for 30+ clients per season, PTIN, and strong communication skills. Remote work with flexible hours and ongoing training are offered.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have PTIN and working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and meet KPI metrics and big bet goals.
• Complete training and development as required by the business.

Skills

CPA/EA/Attorney credential

Tax preparation experience

Strong communication

Bilingual English/Spanish+

Job description

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their returns with expert tax guidance. You will use state-of-the-art video tools to assist clients, provide tax calculations, and deliver excellent customer service.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for 30+ clients per season, PTIN, and strong communication skills. Remote work with flexible hours and ongoing training are offered.