Remote Tax Advisor (CPA/EA) for TurboTax

Intuit, Inc.; Waukesha (WI); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with tax guidance and return preparation. You will interact via video, provide clear explanations, and ensure high customer satisfaction while meeting KPI targets.

The role requires active CPA/EA/Attorney credentials, 2+ years of 1040 experience, and the ability to work at least 20 hours per week. Remote, nationwide position.

Qualifications

• Active unrestricted credential and strong tax knowledge.
• 2+ years preparing federal/state 1040 returns for at least 30 clients per season.
• Possess or obtain state licenses and PTIN.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• Assist TurboTax customers via video using secure software.
• Provide tax guidance, full service return preparation, and explanations of tax terms.
• Document interactions and work toward KPI goals.
• Collaborate with resources to deliver accurate answers to customers.

Skills

Tax knowledge

Customer service

Video/phone support

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney

PTIN

State licenses

Tools

Tax software proficiency

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with tax guidance and return preparation. You will interact via video, provide clear explanations, and ensure high customer satisfaction while meeting KPI targets.

The role requires active CPA/EA/Attorney credentials, 2+ years of 1040 experience, and the ability to work at least 20 hours per week. Remote, nationwide position.