Remote Tax Advisor (CPA/EA) for TurboTax Help

Intuit, Inc.; Palm Desert (CA); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms clearly using video interactions.

The role requires an active credential (CPA/EA/Attorney) and 2+ years of federal/state 1040 prep for many clients, with a minimum 20-hour weekly commitment. Remote work across the US is supported.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and communication tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and handle product inquiries.
• Create high quality customer interactions using deep customer empathy and strong tax knowledge.
• Use government websites and resources to find the right answers in everyday language.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development, including compliance and cross-training.

Skills

Active credential

Tax return exp

PTIN holder

Bilingual EN/ES

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms clearly using video interactions.

The role requires an active credential (CPA/EA/Attorney) and 2+ years of federal/state 1040 prep for many clients, with a minimum 20-hour weekly commitment. Remote work across the US is supported.