Remote Tax Expert & CPA/EA Advisor

Intuit, Inc.; Tampa (FL); Remote; USD 30,000 - 50,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terminology while delivering exceptional customer experiences via video interactions.

The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for many clients, and comfortable navigation of tax software. Training and security-compliant home setup are provided.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with strong tax prep experience.
• 2+ years of federal/state 1040 prep for ≥30 clients per season using tax software.
• Must have or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Willing to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and standard software.
• Strong customer service and professional communication.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Wired 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 to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service prep and signature, product questions, and tax calculations.
• Deliver high quality customer interactions with empathy and expertise.
• Use government sites and resources to find correct answers in plain language.
• Apply procedures and policies to troubleshoot tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and ongoing development as required.

Skills

Active unrestricted credential

Tax return experience

Strong communication skills

Bilingual English/Spanish (plus)

Technology proficiency

Fast-paced work adaptability

Education

CPA/EA or Practicing Attorney license

Tools

Commercial tax software

PTIN management

Job description

Intuit is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terminology while delivering exceptional customer experiences via video interactions.

The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep for many clients, and comfortable navigation of tax software. Training and security-compliant home setup are provided.