Remote Credentialed Tax Pro (CPA/EA/Attorney)

Intuit, Inc.; Columbia Township (MO); Remote; USD 37,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly qualified tax professional to assist customers with TurboTax, providing expert guidance and accurate tax preparation remotely.

You will leverage your credentials (CPA/EA/Attorney) and strong communication to explain tax concepts and ensure compliant returns. The role is virtual and customer-facing, requiring proficiency with tax software, deep knowledge of tax laws, and the ability to resolve inquiries via video interactions.

Qualifications

• Must hold an active unrestricted credential (CPA, EA or practicing attorney) with strong tax preparation experience.
• 2+ years of federal/state individual 1040 prep for 30+ clients per season using commercial software.
• Must have or obtain relevant state licenses; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and basic tax terminology.
• Proficient with technology and computer software; strong video/phone communication skills.
• English proficiency; bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service preparation and signature support, and answer product questions.
• Deliver high-quality customer experiences through empathy and tax expertise.
• Research using government sites and resources to give accurate answers in plain language.
• Follow procedures to troubleshoot tax preparation inquiries and document interactions.
• Aim to meet KPI metrics and participate in pilots and trainings as required.

Skills

Active unrestricted credential

Excellent communication

Customer service

Tax knowledge

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Video communication tools

Circular 230 knowledge

Job description

Intuit, Inc. seeks a highly qualified tax professional to assist customers with TurboTax, providing expert guidance and accurate tax preparation remotely.

You will leverage your credentials (CPA/EA/Attorney) and strong communication to explain tax concepts and ensure compliant returns. The role is virtual and customer-facing, requiring proficiency with tax software, deep knowledge of tax laws, and the ability to resolve inquiries via video interactions.