Remote Senior Tax Pro (CPA/EA) — Equity & Bonus

Intuit, Inc.; Lancaster (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring for a remote tax expert to assist customers with TurboTax product usage and tax return preparation. You will provide expert guidance, explain tax and technical terms, and help customers complete their federal and state returns from a virtual setup.

The role requires an active CPA/EA or practicing attorney credential with tax prep experience, strong communication skills, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of recent federal/state individual tax return prep for at least 30 clients per season.
• Must hold or obtain state licenses/certifications and PTIN.

Responsibilities

• Interact with customers via video conferencing in a virtual setting.
• Provide tax advice, full service return preparation and signature, and address product inquiries.
• Document customer interactions and synthesize information to resolve inquiries efficiently.
• Meet KPI metrics and participate in training and program initiatives.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Strong communication

Education

Active CPA/EA/Attorney credential

Tools

TurboTax

Smartlook

Tax software

Job description

Intuit, Inc. is hiring for a remote tax expert to assist customers with TurboTax product usage and tax return preparation. You will provide expert guidance, explain tax and technical terms, and help customers complete their federal and state returns from a virtual setup.

The role requires an active CPA/EA or practicing attorney credential with tax prep experience, strong communication skills, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.