Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Sunnyvale (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. seeks an experienced tax professional to assist customers in completing their returns using TurboTax. This virtual role leverages video interactions to deliver tax advice, prepare returns, and explain tax terms with clarity.

The position requires an active credential (CPA/EA/Attorney), 2+ years of prep for 30+ clients per season, and strong communication. Hybrid training and compliance requirements apply; remote work is supported in the U.S.

Qualifications

• > Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• "> 2+ years of recent experience preparing federal and state returns for at least 30 clients per season using commercial software.
• "> Willing to obtain state licenses/certificates; PTIN required.
• "> Available to work a minimum of 20 hours per week.
• "> Proficient with technology; strong computer skills.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and full service preparation.
• Explain tax terms clearly and document interactions.
• Meet KPI metrics and participate in pilots/validation projects.
• Complete required training and compliance requirements.

Skills

Communication

Customer service

Problem solving

Verbal and written communication

Ability to work in fast-paced env

Video interactions

Education

CPA

EA

Practicing Attorney

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. seeks an experienced tax professional to assist customers in completing their returns using TurboTax. This virtual role leverages video interactions to deliver tax advice, prepare returns, and explain tax terms with clarity.

The position requires an active credential (CPA/EA/Attorney), 2+ years of prep for 30+ clients per season, and strong communication. Hybrid training and compliance requirements apply; remote work is supported in the U.S.