Remote Tax Advisor (CPA/EA) for Tax Prep

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 customers with their TurboTax returns remotely. You will provide expert guidance, explain tax and technical terms, and help with both guidance and full-service return preparation.

The role emphasizes customer delight, clear communication, and adherence to company policies. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of experience, willing to work at least 20 hours

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must have or obtain state licenses, PTIN, and be willing to work 20+ hours per week.
• Able to work remotely from the United States.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Assist with tax return preparation, calculations, and product inquiries.
• Explain tax terms and provide explanations in plain language.
• Document interactions and meet KPI targets.
• Complete required training and professional development.

Skills

Tax knowledge

Customer service

Communication skills

Bilingual English/Spanish

Video conferencing

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns remotely. You will provide expert guidance, explain tax and technical terms, and help with both guidance and full-service return preparation.

The role emphasizes customer delight, clear communication, and adherence to company policies. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of experience, willing to work at least 20 hours