Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Southfield (MI); Remote; USD 37,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) to guide customers through TurboTax during the tax season.

This virtual, customer-facing role emphasizes expert guidance, tax preparation, and clear explanations of terms to help customers complete their returns. You will interact via video, handle 1040s for many clients, and apply policy knowledge to deliver accurate results.

Qualifications

• Must have active unrestricted credential (CPA/EA/Attny).
• 2+ years of federal and state 1040 preparation experience for at least 30 clients per season.
• Must possess or be able to obtain state licenses and PTIN.
• Strong communication and customer service skills.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax expertise.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Active unrestricted credential (CPA/EA

2+ years tax prep experience

Bilingual English/Spanish

Customer service excellence

Tools

TurboTax software

Video calling tools (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) to guide customers through TurboTax during the tax season.

This virtual, customer-facing role emphasizes expert guidance, tax preparation, and clear explanations of terms to help customers complete their returns. You will interact via video, handle 1040s for many clients, and apply policy knowledge to deliver accurate results.