Remote Tax Consultant — CPA/EA/Attorney Expert

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax expert to assist customers with TurboTax returns, provide tax guidance, and explain terms clearly. You will perform full service preparation and signature when needed, answer product questions, and document each interaction.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep for 30+ clients per season, PTIN, and US residency. Bilingual English/Spanish is a plus.

Qualifications

• Must have active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• Must hold or obtain applicable state licenses and PTIN.
• Willing to work minimum 20 hours per week; Circular 230 knowledge is preferred.
• US resident; English/Spanish bilingual skills are a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms clearly and document customer interactions.
• Work toward KPIs and participate in pilot testing and trainings.

Skills

Tax preparation

Customer service

Video/ audio interaction

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax expert to assist customers with TurboTax returns, provide tax guidance, and explain terms clearly. You will perform full service preparation and signature when needed, answer product questions, and document each interaction.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep for 30+ clients per season, PTIN, and US residency. Bilingual English/Spanish is a plus.