Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Montgomery (AL); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist customers in completing their TurboTax returns in a virtual setting. You will guidance on tax terms, provide expert advice, and support customers with tax preparation and explanations, contributing to brand delight.

The role emphasizes excellent communication, deep tax knowledge, and the ability to troubleshoot using government resources. Training and ongoing up-skilling are required.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess PTIN and related state licenses.
• Willingness to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Refer to government/official resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI targets and project goals.
• Participate in training, pilot tests, and skill development as required.

Skills

Tax preparation

Video support

Customer service

Communication

Problem solving

Education

CPA/EA/Attorney credential

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist customers in completing their TurboTax returns in a virtual setting. You will guidance on tax terms, provide expert advice, and support customers with tax preparation and explanations, contributing to brand delight.

The role emphasizes excellent communication, deep tax knowledge, and the ability to troubleshoot using government resources. Training and ongoing up-skilling are required.