Remote CPA/EA Tax Expert

Jobtome; Stockton (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking an active unrestricted credential holder to help customers complete their taxes using TurboTax. This virtual, customer-facing role requires strong tax knowledge, communication, and the ability to guide clients through complex returns.

You will use video tools, assist with full-service return preparation, document interactions, and hit KPI targets while training on various products. Must reside in the United States and commit to 20+ hours per week.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• Must hold PTIN and be able to obtain related state licenses.
• Willing to work 20+ hours weekly; proficient with tech.
• U.S. residency required.

Responsibilities

• Provide tax advice and full-service return preparation via TurboTax.
• Interact with customers using video and audio tools.
• Document customer interactions and meet KPI targets.
• Complete required training and participate in pilots.

Skills

Unrestricted credential

CPA

EA

Practicing attorney

Communication skills

Spanish bilingual

Tax preparation

Video support

Education

PTIN

State licenses

Tools

Smartlook

Tax software

CRM software

Job description

Intuit is seeking an active unrestricted credential holder to help customers complete their taxes using TurboTax. This virtual, customer-facing role requires strong tax knowledge, communication, and the ability to guide clients through complex returns.

You will use video tools, assist with full-service return preparation, document interactions, and hit KPI targets while training on various products. Must reside in the United States and commit to 20+ hours per week.