Remote Tax Consultant (CPA/EA) – Expert Guidance

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking highly motivated professionals with active unrestricted credentials to help TurboTax customers complete their taxes remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, while contributing to a friendly and trusted customer experience.

In this virtual role, you will handle tax advice, full service return preparation, product inquiries, and ensure high quality customer interactions.

Qualifications

• 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 have or obtain state licenses, permits, bonds, and PTIN.
• Willing to work a minimum of 20 hours per week.
• Familiar with Circular 230 and tax regulations.
• Proficient with technology and video/audio tools.

Responsibilities

• Virtual, customer-facing role using video communications.
• Provide tax advice, full service return preparation, and product inquiries.
• Create high quality customer interactions with deep tax knowledge.
• Research using government sites and professional resources to answer customers.
• Follow procedures to resolve tax advice questions and document interactions.
• Meet KPIs and participate in pilot projects and trainings.

Skills

Tax expertise

Customer service

Communication

Video/phone tools

Bilingual EN/ES

Education

CPA/EA/Practicing Attorney

Tools

TurboTax

Job description

Intuit is seeking highly motivated professionals with active unrestricted credentials to help TurboTax customers complete their taxes remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, while contributing to a friendly and trusted customer experience.

In this virtual role, you will handle tax advice, full service return preparation, product inquiries, and ensure high quality customer interactions.