Remote Tax Advisor (CPA/EA) | Tax Prep Expert

Intuit, Inc.; Philadelphia (Philadelphia County); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely, providing expert tax guidance, full-service return preparation, and clear explanations of tax terms.

The role requires an active credential (CPA/EA/Attorney), strong tax knowledge, and at least 20 hours/week availability. You will support customers via video, help with tax calculations, and document interactions to ensure high-quality service.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics and project goals.
• Participate in training and development per business needs.

Skills

Unrestricted credential (CPA/EA/Attny)

Tax preparation experience

Customer service

Video/remote communication

English/Spanish bilingual (plus)

Technology proficient

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely, providing expert tax guidance, full-service return preparation, and clear explanations of tax terms.

The role requires an active credential (CPA/EA/Attorney), strong tax knowledge, and at least 20 hours/week availability. You will support customers via video, help with tax calculations, and document interactions to ensure high-quality service.