Remote Tax Pro Advisor (CPA/EA)

Intuit, Inc.; Honolulu (HI); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

This remote role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers. You will interact via state-of-the-art video software, handle tax advice, and perform full-service return preparation while meeting KPI metrics and participating in training and pilot projects as

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Eligible for state licenses/certifications and PTIN.
• Proficient with technology and video/audio tools.

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.
• Create high quality interactions using empathy and deep tax knowledge.
• Leverage government websites and professional resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot tax advice and prep inquiries.
• Document customer interactions
• Support KPI and Big Bet goals and participate in pilot testing and training.

Skills

Active credential

Tax preparation

Strong communication

Customer service

Bilingual (EN/ES) a plus

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

This remote role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers. You will interact via state-of-the-art video software, handle tax advice, and perform full-service return preparation while meeting KPI metrics and participating in training and pilot projects as