Remote Tax Advisor (EA/CPA) — Expert Returns & Guidance

Intuit, Inc.

Santa Clara (CA)

Remote

USD 40,000 - 51,000

Part time

14 hours ago

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Job summary

Intuit, Inc. is seeking licensed tax professionals to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms. You will interact via video and build customer trust through clear communication.

Candidates must have CPA/EA/attorney credentials, 2+ years of 1040 experience for many clients, and be able to work at least 20 hours per week. The role offers competitive pay across California regions and eligibility for bonus and benefits.

Qualifications

Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
2+ years preparing federal/state 1040 returns for 30+ clients per season.
Must have or obtain state licenses, PTIN.
Willing to work a minimum of 20 hours per week.
Strong knowledge of tax laws and Circular 230.
Excellent verbal and written communication; customer-facing via video.

Responsibilities

This is a virtual, customer-facing role; use video software to interact with customers.
Provide tax advice, full-service return prep and signature, and product inquiries.
Document customer interactions and work toward KPI metrics.
Utilize government sites and resources to deliver accurate answers.
Follow defined procedures to troubleshoot tax inquiries.
Participate in training, projects, and experience validations.