Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Panama City (FL); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax product-based tax preparation and advice. You’ll guide users, explain tax terms, and ensure accurate returns with a customer-focused approach.

You must hold an active CPA/EA/practicing attorney credential and have hands-on experience with federal/state 1040 filings, using commercial software, and strong communication skills in a fast-paced virtual environment.

Qualifications

• This role requires an active unrestricted credential (CPA/EA/Attorney) with strong tax prep experience.
• Minimum 2+ years of federal/state 1040 prep for many clients using commercial software.
• Must have or obtain state licenses/permits and PTIN; strong tech proficiency.

Responsibilities

• Assist customers virtually to complete taxes using TurboTax products.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Document interactions and meet KPI metrics; participate in trainings.

Skills

Tax preparation

Customer service

Verbal and written comms

Video/phone communication

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney

Tools

Tax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers remotely with TurboTax product-based tax preparation and advice. You’ll guide users, explain tax terms, and ensure accurate returns with a customer-focused approach.

You must hold an active CPA/EA/practicing attorney credential and have hands-on experience with federal/state 1040 filings, using commercial software, and strong communication skills in a fast-paced virtual environment.