Remote Tax Advisor (CPA/EA) with Expert Guidance

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax users with expert guidance, tax preparation, and explanations of tax terms in a virtual, customer-facing setting.

The role emphasizes delivering accurate, approachable support, leveraging government resources and professional knowledge to help customers complete federal and state returns while meeting KPIs and participating in ongoing training. This position is remote for U.S.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• State licenses/certifications, permits, or bonds as required; PTIN.
• Knowledge of Circular 230.
• Proficient with technology; video and audio tools; excellent communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Use government websites and professional resources to find the right answer in everyday language.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and compliance as determined by the business.

Skills

Tax knowledge

Customer service

Video communication

Attention to detail

Education

CPA

EA

Practicing Attorney license

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax users with expert guidance, tax preparation, and explanations of tax terms in a virtual, customer-facing setting.

The role emphasizes delivering accurate, approachable support, leveraging government resources and professional knowledge to help customers complete federal and state returns while meeting KPIs and participating in ongoing training. This position is remote for U.S.