Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit; Roswell (GA); Remote; USD 40,000 - 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 TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms in clear everyday language, helping customers complete their returns. Requirements include active unrestricted CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 prep experience, PTIN, and the ability to work at least 20 hours per week.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Must have or obtain related state licenses/certificates/perms/bonds and PTIN.
• Willingness to work minimum 20 hours per week.
• Strong customer service and communications skills.
• Knowledge of Circular 230 and ability to explain tax terms in plain language.

Responsibilities

• Interact with customers virtually using video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document interactions and meet KPI metrics and big bet goals.
• Participate in training, cross-training, and development programs.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation

Video/phone communication

PTIN holder

Fast-paced environment

Bilingual English/Spanish

Education

Professional credential (CPA/EA/Attorney)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms in clear everyday language, helping customers complete their returns. Requirements include active unrestricted CPA/EA/Practicing Attorney credentials, 2+ years of federal/state 1040 prep experience, PTIN, and the ability to work at least 20 hours per week.