Remote Tax Pro & Advisor (CPA/EA)

Intuit, Inc.; Miami (FL); Remote; USD 33,000 - 44,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional with active credentials (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide clients through tax preparation, provide explanations of tax terms, and deliver high-quality interactions using video communication tools.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and US residency. Training and performance-based rewards are offered as part of Intuit TurboTax support.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses or PTIN; work at least 20 hours/week.
• Must reside in the United States; strong communication skills.
• Proficient with technology and able to use video/audio tools.

Responsibilities

• Interact with customers via video communications software to provide tax guidance and preparation.
• Offer tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and adhere to policies to resolve inquiries.
• Meet KPI metrics and participate in training and certifications as required.

Skills

Tax knowledge

Customer service

Communication

Bilingual (EN/ES) a plus

Video/phone support

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional with active credentials (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide clients through tax preparation, provide explanations of tax terms, and deliver high-quality interactions using video communication tools.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and US residency. Training and performance-based rewards are offered as part of Intuit TurboTax support.