Remote Tax Advisor (CPA/EA) - TurboTax Expert

Intuit, Inc.; Westlake (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert to assist TurboTax customers with guidance and full service return preparation in a virtual setting. You’ll explain tax terms, use official sources, and deliver clear, friendly support via video.

Requirements include active credential (CPA/EA/Attorney), 2+ years of 1040 prep, PTIN, and ability to work at least 20 hours weekly from the United States. Remote work is offered with pay aligned to regional rates.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years of recent federal/state 1040 preparation for 30+ clients per season.
• State licenses/certificates/permits or ability to obtain them.
• PTIN holder and willing to work minimum 20 hours/week.
• Working knowledge of Circular 230 and tax compliance.
• Proficient with technology and video/audio customer interactions.
• Excellent verbal and written communication; fast-paced, analytical thinker.
• Willing to use a dedicated hardwired internet connection meeting security criteria.
• English; Spanish bilingual a plus; must reside in the United States.

Responsibilities

• Provide tax guidance and full-service return preparation via video.
• Assist TurboTax customers with tax calculations and product inquiries.
• Create high quality customer interactions using deep tax knowledge.
• Document customer interactions and adhere to policies.
• Meet KPI metrics and participate in training and pilots as needed.

Skills

Active CPA/EA/Attorney

Tax preparation

Video/customer support

Bilingual English/Spanish

US tax law knowledge

Strong communication

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a tax expert to assist TurboTax customers with guidance and full service return preparation in a virtual setting. You’ll explain tax terms, use official sources, and deliver clear, friendly support via video.

Requirements include active credential (CPA/EA/Attorney), 2+ years of 1040 prep, PTIN, and ability to work at least 20 hours weekly from the United States. Remote work is offered with pay aligned to regional rates.