Remote Tax Advisor CPA/EA TurboTax Expert

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

Job summary

Intuit, Inc. in the United States is seeking a highly motivated tax professional to assist TurboTax customers with tax preparation and explanations.

This virtual, customer-facing role uses advanced video communications to deliver expert guidance and full-service returns, ensuring accurate filings and clear language for clients. Qualifications include active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep for 30+ clients per season, and willingness to

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• State licenses, certificates, permits, or bonds as required.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signatures.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find the right answers.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development.

Skills

Tax guidance

Video/phone communication

Tools

Tax software

Job description

Intuit, Inc. in the United States is seeking a highly motivated tax professional to assist TurboTax customers with tax preparation and explanations.

This virtual, customer-facing role uses advanced video communications to deliver expert guidance and full-service returns, ensuring accurate filings and clear language for clients. Qualifications include active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep for 30+ clients per season, and willingness to