Remote Tax Advisor (CPA/EA) for TurboTax Prep

Intuit, Inc.; Sanford (FL); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in completing their federal and state returns via a virtual, customer-facing role. You will provide expert tax guidance, perform full service return preparation, and answer product questions with clear explanations of tax terms.

The position requires active credentials (CPA/EA/Attorney), 2+ years of experience, and a willingness to train on company processes. Remote work across the U.S.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 preparation for 30+ clients per season using commercial software.
• Must hold related state licenses/certificates/permits/bonds and PTIN.
• Willing to work a minimum of 20 hours per week and have a hardwired internet connection.
• Strong knowledge of Circular 230 and tax laws; excellent verbal and written communication.
• Proficiency with computers; ability to interact with customers via video/phone.
• Bilingual English/Spanish is a plus; must reside in the United States.

Responsibilities

• Provide tax advice, full service return preparation and signature via virtual interactions.
• Assist TurboTax customers with product questions and tax calculations.
• Document customer interactions and work toward KPI targets and big bets goals.
• Utilize government sites and professional resources to deliver accurate answers in plain language.
• Participate in training, compliance programs, and cross-training as required.

Skills

Customer service

Tax knowledge

Video/online chat

Communication

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in completing their federal and state returns via a virtual, customer-facing role. You will provide expert tax guidance, perform full service return preparation, and answer product questions with clear explanations of tax terms.

The position requires active credentials (CPA/EA/Attorney), 2+ years of experience, and a willingness to train on company processes. Remote work across the U.S.