Remote Tax Advisor (CPA/EA) - TurboTax Specialist

Intuit, Inc.; High Point (NC); Remote; USD 33,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax offerings in a remote, customer-facing role. You will provide expert tax guidance, prepare returns, and explain tax concepts using plain language.

Candidates must hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 experience across many clients per season. A PTIN, state licenses, strong tech skills, and a willingness to train are required.

Qualifications

• Must possess an 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 have or obtain state licenses/certificates; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230; proficient with technology and software.
• Strong communication and customer service skills; able to work via video/audio tools.
• Able to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and adhere to company policies.
• Contribute to KPI metrics and participate in training, projects, and pilots.
• Complete required training and professional development as determined by the business.

Skills

CPA/EA/Attorney

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax offerings in a remote, customer-facing role. You will provide expert tax guidance, prepare returns, and explain tax concepts using plain language.

Candidates must hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 experience across many clients per season. A PTIN, state licenses, strong tech skills, and a willingness to train are required.