Remote Credentialed Tax Expert (CPA/EA)

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

Job summary

Intuit is seeking a highly skilled tax professional to assist TurboTax customers with preparing federal and state returns, providing expert guidance and clear explanations of tax terms. This is a fully virtual, customer-facing role using video tools to interact with clients.

You will deliver accurate tax advice, perform or supervise full-service returns, resolve product questions, and document interactions.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must possess PTIN and be willing to obtain state licenses if required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Bilingual English/Spanish a plus.

Responsibilities

• Assist TurboTax customers via virtual video sessions.
• Provide tax advice and complete/verify returns.
• Explain tax terms in plain language to customers.
• Resolve product questions and tax calculations.
• Document interactions and adhere to KPIs.
• Participate in required training and certifications.

Skills

Credential: CPA/EA/Attorney

Tax return experience

PTIN holder

20+ hrs/week availability

Bilingual EN/ES a plus

Tools

Commercial tax software

Job description

Intuit is seeking a highly skilled tax professional to assist TurboTax customers with preparing federal and state returns, providing expert guidance and clear explanations of tax terms. This is a fully virtual, customer-facing role using video tools to interact with clients.

You will deliver accurate tax advice, perform or supervise full-service returns, resolve product questions, and document interactions.