Remote Senior Tax Pro CPA/EA/Attorney Guidance

Intuit, Inc.; Boulder (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit is seeking a highly motivated professional to help TurboTax customers complete their taxes using our online products. The role emphasizes expert tax guidance, software-assisted returns, and clear explanations of tax terms to empower customers to file confidently.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills. Remote, part-time hours (minimum 20 per week) and training are provided.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong communication skills (verbal and written).

Responsibilities

• Interact with customers via video and audio tools to provide tax advice and help complete returns.
• Perform full service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and ensure accurate data entry.
• Adhere to defined procedures and company policies to resolve inquiries.
• Meet KPIs and participate in training and pilot projects.

Skills

Tax knowledge

Customer service

Video/phone communication

Bilingual (English/Spanish)

Tools

TurboTax software

Job description

Intuit is seeking a highly motivated professional to help TurboTax customers complete their taxes using our online products. The role emphasizes expert tax guidance, software-assisted returns, and clear explanations of tax terms to empower customers to file confidently.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills. Remote, part-time hours (minimum 20 per week) and training are provided.