Remote Tax Advisor (CPA/EA) | TurboTax Expert

Intuit, Inc.; High Point (NC); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a tax professional with an active CPA/EA or practicing attorney credential to assist TurboTax customers in completing their federal and state returns remotely. You will use our video tools to guide customers, explain tax terms, and provide precise, friendly support.

The role emphasizes strong communication, adherence to Circular 230, and the ability to work at least 20 hours weekly. You will leverage government sites and official resources, documenting interactions and aiming

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years federal/state 1040 tax return prep for 30+ clients per season using tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and be willing to work at least 20 hours per week.

Responsibilities

• Provide tax advice and full service return preparation via TurboTax.
• Interact with customers through video communications tools.
• Explain tax terms in everyday language and resolve inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in training, compliance, and up-skilling programs.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Video call support

Education

CPA/EA or Practicing Attorney credential

Active PTIN

State licenses or permits

Tools

TurboTax software

Tax software platforms

Job description

Intuit, Inc. seeks a tax professional with an active CPA/EA or practicing attorney credential to assist TurboTax customers in completing their federal and state returns remotely. You will use our video tools to guide customers, explain tax terms, and provide precise, friendly support.

The role emphasizes strong communication, adherence to Circular 230, and the ability to work at least 20 hours weekly. You will leverage government sites and official resources, documenting interactions and aiming