Remote Tax Consultant (CPA/EA) + Bonus & Equity

Intuit, Inc.; Concord (NC); Remote; USD 39,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role. You will provide expert guidance, prepare returns, and explain tax terms using clear language.

A valid CPA/EA/Practicing Attorney credential and 2+ years of returns experience are required, with a willingness to train and meet KPI targets. Applicants must reside in the United States, have a dedicated reliable internet connection, and be able to work at least

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and tax regulations.
• Proficient with technology and computer software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Demonstrated critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a reliable hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Help TurboTax customers with tax returns, including advice, full service preparation, and signatures.
• Provide clear explanations and use everyday language to explain tax terms and guidance.
• Leverage government resources and team expertise to deliver accurate answers.
• Follow established procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and maintain records.
• Aim to meet KPI metrics and participate in pilots and trainings as required.

Skills

Tax preparation

Customer service

Video calls

Communication skills

Critical thinking

Education

CPA/EA/Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role. You will provide expert guidance, prepare returns, and explain tax terms using clear language.

A valid CPA/EA/Practicing Attorney credential and 2+ years of returns experience are required, with a willingness to train and meet KPI targets. Applicants must reside in the United States, have a dedicated reliable internet connection, and be able to work at least