Remote Credentialed Tax Pro — CPA/EA/Attorney

Jobtome; McAllen (TX); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit is seeking a remote Tax Professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact via video, provide tax advice, perform full service return preparation, and document interactions while meeting KPIs.

Ideal candidates hold an active CPA/EA/Attorney credential, have 2+ years of 1040 experience for numerous clients, and can work at least 20 hours weekly. Bilingual English/Spanish is a plus; US residency is required.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• State licenses, certificates, permits, or bonds may be required.
• Active PTIN.
• Willingness to work ≥20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Interact with customers virtually using video/audio tools.
• Provide tax advice, full service return preparation and signature; address product questions.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilots, projects and trainings as needed.
• Adhere to defined procedures and company policies for tax inquiries.

Skills

Customer service

Communication

Problem solving

Critical thinking

Tech proficiency

Video conferencing

Fast-paced work

Education

CPA/EA/Attorney credential

PTIN

State licenses

Tools

Smartlook

Tax software

Job description

Intuit is seeking a remote Tax Professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact via video, provide tax advice, perform full service return preparation, and document interactions while meeting KPIs.

Ideal candidates hold an active CPA/EA/Attorney credential, have 2+ years of 1040 experience for numerous clients, and can work at least 20 hours weekly. Bilingual English/Spanish is a plus; US residency is required.