Remote Tax Advisor: CPA/EA for TurboTax Returns

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax expert to assist customers with their TurboTax returns. You will provide expert tax guidance, perform full service return preparation and signature, and explain complex tax terms in everyday language.

The role emphasizes customer delight, accuracy, and strong communication across a nationwide remote team. Requires active CPA/EA/Attorney credentials, 2+ tax prep seasons, PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish a plus.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work minimum 20 hours per week.
• Knowledge of Circular 230; Proficient with technology.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms and navigate tax software with customers; resolve inquiries and document interactions.
• Meet KPIs and participate in training and pilot projects as required.

Skills

Active credential (CPA/EA/Attny)

Tax preparation experience

Video/ audio customer interactions

Bilingual English/Spanish (plus)

Tools

Smartlook

Telemetry video tools

Job description

Intuit, Inc. is seeking a virtual tax expert to assist customers with their TurboTax returns. You will provide expert tax guidance, perform full service return preparation and signature, and explain complex tax terms in everyday language.

The role emphasizes customer delight, accuracy, and strong communication across a nationwide remote team. Requires active CPA/EA/Attorney credentials, 2+ tax prep seasons, PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish a plus.