Remote Tax Advisor (EA/CPA) — TurboTax Expert

Intuit, Inc.

Cornelius (NC)

Remote

USD 48,000 - 72,000

Full time

5 hours ago
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Benefits offered by this job

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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert tax explanations, and ensure accurate, compliant results with a focus on customer confidence.

The role emphasizes strong communication, deep tax knowledge, and ability to work independently in a fast-paced, virtual setting with ongoing training and performance-driven rewards.

Qualifications

  • Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
  • 2+ years of federal/state 1040 prep for 30+ clients per season using commercial software.
  • State licenses/certificates as needed.
  • Active PTIN.
  • Willingness to work minimum 20 hours/week.
  • Knowledge of Circular 230.

Responsibilities

  • Work in a virtual, customer-facing role using video communications to assist customers.
  • Provide tax advice, full service return prep and signature, and product/tax questions.
  • Create high-quality customer interactions with empathy and expertise in tax prep.
  • Use government sites and resources to deliver accurate answers in plain language.
  • Apply company procedures to troubleshoot and resolve inquiries and document interactions.
  • Meet KPI metrics and contribute to Big Bet Goals.
  • Participate in training, pilots, and cross-training as required.

Skills

Tax knowledge
Customer service
Communication
Video calls
Bilingual English/Spanish

Tools

TurboTax
Smartlook
Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert tax explanations, and ensure accurate, compliant results with a focus on customer confidence.

The role emphasizes strong communication, deep tax knowledge, and ability to work independently in a fast-paced, virtual setting with ongoing training and performance-driven rewards.

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