Remote Tax Advisor: Expert CPA/EA/Attorney Guidance

Intuit, Inc.; Sarasota (FL); Remote; USD 32,000 - 60,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns.

This remote, video-based role requires strong tax knowledge and customer service excellence to guide clients through tax terms, calculations, and software usage. The position emphasizes training, compliance, and continuous improvement, with benefits including performance-based rewards and career development opportunities.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in everyday language; document customer interactions.
• Meet KPIs and Big Bet Goals; participate in training and pilot testing.
• Maintain security compliance and be willing to up-skill and cross-train.

Skills

Active CPA/EA/Attorney credential

Tax preparation

Customer service

Verbal and written communication

Video/Audio communication

Bilingual English/Spanish (a plus)

TurboTax software knowledge

Commercial tax software

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns.

This remote, video-based role requires strong tax knowledge and customer service excellence to guide clients through tax terms, calculations, and software usage. The position emphasizes training, compliance, and continuous improvement, with benefits including performance-based rewards and career development opportunities.