Remote Tax Advisor — CPA/EA for Expert Returns

Intuit, Inc.; Des Moines (IA); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, help with full service returns, and explain tax concepts using clear, everyday language.

The role requires strong communication and a reliable internet connection. You will interact with customers via video, document interactions, and work toward KPI targets while completing training and development programs.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses/certificates/perhaps bonds.
• Must have an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and general computer skills.
• Excellent verbal and written communication.

Responsibilities

• Interact with customers virtually via video; use our video tool to guide them.
• Provide tax advice, complete Full Service returns, answer product questions.
• Document customer interactions and resolve inquiries using defined procedures.
• Meet KPIs and contribute to Big Bet Goals.
• Participate in training, pilot projects, and ongoing professional development.

Skills

Tax knowledge

Customer service

Video communication

Bilingual

Education

CPA/EA/Attorney credential

Tools

Tax software

Job description

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, help with full service returns, and explain tax concepts using clear, everyday language.

The role requires strong communication and a reliable internet connection. You will interact with customers via video, document interactions, and work toward KPI targets while completing training and development programs.