Remote Tax Pro & Advisor (CPA/EA)

Intuit, Inc.; Corpus Christi (TX); Remote; USD 28,000 - 41,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help customers complete federal and state returns using TurboTax. The role is virtual and requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills.

You will deliver expert tax guidance, perform full-service returns, and address product inquiries while documenting interactions and meeting performance KPIs. Applicants should have 2+ years of experience with 1040 returns for numerous clients, PTIN, and a willingness to

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state individual 1040 prep for 30+ clients per season using tax software.
• Must possess or obtain state licenses, permits, or bonds.
• Must have PTIN and be willing to work 20+ hours per week.
• Bilingual English/Spanish a plus; US resident.

Responsibilities

• Provide tax guidance and full-service return preparation and signature.
• Assist TurboTax customers via video communications to resolve tax inquiries.
• Document customer interactions and maintain accurate records.
• Explain tax terms and procedures in plain language.
• Achieve KPI targets and participate in training and pilot programs.

Skills

Customer service

Tax preparation

Communication skills

Video interactions

Education

CPA / EA / Practicing Attorney credential

Tools

TurboTax software

Commercial tax software

Job description

Intuit, Inc. is seeking a tax professional to help customers complete federal and state returns using TurboTax. The role is virtual and requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills.

You will deliver expert tax guidance, perform full-service returns, and address product inquiries while documenting interactions and meeting performance KPIs. Applicants should have 2+ years of experience with 1040 returns for numerous clients, PTIN, and a willingness to