Virtual Tax Advisor — CPA/EA

Intuit, Inc.; Newton (MA); 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 qualified tax professional to assist customers in completing their tax returns remotely using TurboTax products. You will provide expert guidance, explain tax concepts, and help with full service return preparation, while delivering friendly, confident customer service.

The role requires an active unrestricted credential (CPA/EA/Attorney), strong communication skills, and 20+ hours per week availability. Remote work with a nationwide scope is expected.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney.
• 2+ years federal/state 1040 preparation for 30+ clients per season.
• Must possess or obtain state licenses/certificates.
• PTIN holder.
• Willing to work a minimum of 20 hours per week.
• Circular 230 knowledge.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Serve as a virtual, customer‑facing tax advisor via video communications.
• Assist TurboTax customers with tax returns and full‑service preparation.
• Provide tax guidance, product inquiries, and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and cross‑training as needed.

Skills

EA/CPA/Attorney

Active credential

Tax preparation experience

Communication skills

Video/remote support

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist customers in completing their tax returns remotely using TurboTax products. You will provide expert guidance, explain tax concepts, and help with full service return preparation, while delivering friendly, confident customer service.

The role requires an active unrestricted credential (CPA/EA/Attorney), strong communication skills, and 20+ hours per week availability. Remote work with a nationwide scope is expected.