Remote Tax Pro & Advisor (CPA/EA)

Intuit, Inc.; Myrtle Point (OR); Remote; USD 34,000 - 55,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax tax returns remotely. The role emphasizes accurate tax guidance, preparation, and clear explanations of tax terms, using video interactions and government resources to deliver trusted support.

The candidate will leverage expertise in CPA/EA/Attorney credentials, stay compliant with Circular 230, and meet KPIs while providing excellent service. Training and certifications are part of the role.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• State licenses, certificates, permits, or bonds as needed.
• PTIN required.
• Willing to work a minimum of 20 hours/week.
• Circular 230 knowledge.
• Proficient with technology and software.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service prep and signature, product inquiries, tax calculations.
• Build high-quality customer interactions using empathy and tax expertise.
• Leverage government sites and resources to provide accurate answers.
• Follow defined procedures to troubleshoot tax advice and preparation questions.
• Document customer interactions and outcomes.
• Work toward KPIs and Big Bet Goals; participate in pilots and training.

Skills

Tax preparation

Verbal communication

Written communication

Customer service

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax tax returns remotely. The role emphasizes accurate tax guidance, preparation, and clear explanations of tax terms, using video interactions and government resources to deliver trusted support.

The candidate will leverage expertise in CPA/EA/Attorney credentials, stay compliant with Circular 230, and meet KPIs while providing excellent service. Training and certifications are part of the role.