Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Peoria (IL); Remote; USD 37,000 - 48,000; Part time

Job summary

Intuit, Inc. seeks highly motivated tax professionals with active unrestricted credentials to help customers complete their taxes using TurboTax.

This virtual, customer-facing role provides expert guidance, tax preparation, and explanations of tax terms to customers. You will support federal and state returns, provide tax calculations, answer product questions, and document interactions while meeting KPI targets.

Qualifications

• Active unrestricted credential required.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• PTIN required and able to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Strong communication and customer service skills.
• Ability to work with video tools and online platforms.
• U.S. resident

Responsibilities

• Assist customers virtually via video to complete their taxes.
• Provide tax advice, full-service return preparation, and product inquiries.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in training and pilots as needed.
• Use government resources and professional sources to deliver accurate answers.
• Troubleshoot tax advice and preparation inquiries.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Tech proficiency

Video communication

Bilingual (English/Spanish)

Fast-paced environment

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

PTIN holder

State licenses/certificates

Tools

TurboTax / tax software

Job description

Intuit, Inc. seeks highly motivated tax professionals with active unrestricted credentials to help customers complete their taxes using TurboTax.

This virtual, customer-facing role provides expert guidance, tax preparation, and explanations of tax terms to customers. You will support federal and state returns, provide tax calculations, answer product questions, and document interactions while meeting KPI targets.