Remote Tax Consultant (CPA/EA)

Intuit, Inc.; Boston (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers prepare their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service tax preparation, and explain tax terms in everyday language across multiple states. Applicants must hold an active CPA/EA or practicing attorney credential and have 2+ years of 1040 prep experience for at least 30 clients per season, with PTIN and state licenses.

Qualifications

• Active unrestricted credential (CPA/EA or Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain state licenses, permits, or bonds; PTIN required.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product-related inquiries.
• Document customer interactions and work toward KPI metrics and project priorities.

Skills

Communication skills

Tax preparation knowledge

Customer service

Video/remote communication

Bilingual English/Spanish a plus

Education

CPA/EA/Attorney credential

Tools

Tax software familiarity

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers prepare their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, perform full service tax preparation, and explain tax terms in everyday language across multiple states. Applicants must hold an active CPA/EA or practicing attorney credential and have 2+ years of 1040 prep experience for at least 30 clients per season, with PTIN and state licenses.