Remote Tax Expert (CPA/EA) — Virtual Client Advisor

Intuit Inc.; United States; Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit is seeking a highly skilled tax professional to help TurboTax customers complete their federal and state returns remotely. You will deliver expert advice, perform full service preparation, and clearly explain tax terms using accessible language.

Candidates must hold an active credential (CPA/EA/Attorney), have 2+ years of recent tax prep experience, and be willing to work at least 20 hours weekly from a home setup that meets security standards.

Qualifications

• Active unrestricted credential required (CPA/EA/Attorney).
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• Must possess or obtain state licenses, permits, or bonds.
• PTIN holder; willing to work minimum 20 hours per week.
• Familiarity with Circular 230 and tax terminology.

Responsibilities

• Interact with customers virtually using video communications.
• Provide tax advice, full service return prep and signature.
• Explain tax terms clearly and document interactions.
• Troubleshoot tax questions using official resources.
• Meet KPIs and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Video/remote support

Bilingual English/Spanish

Education

CPA

Enrolled Agent (EA)

Practicing Attorney

PTIN holder

Tools

TurboTax

Other tax software

Job description

Intuit is seeking a highly skilled tax professional to help TurboTax customers complete their federal and state returns remotely. You will deliver expert advice, perform full service preparation, and clearly explain tax terms using accessible language.

Candidates must hold an active credential (CPA/EA/Attorney), have 2+ years of recent tax prep experience, and be willing to work at least 20 hours weekly from a home setup that meets security standards.