Remote Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Tyler (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns using video contact.

You will provide expert tax guidance, handle full-service return preparation, and resolve product inquiries while documenting interactions and contributing to performance metrics. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have 2+ years of experience with 1040s for numerous clients, and be willing to work at least

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must have or be able to obtain state licenses, permits, or bonds.
• Must have PTIN and be willing to work 20+ hours per week.
• Knowledge of Circular 230 and proficiency with tax software.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Assist with tax return preparation, calculations, and product inquiries.
• Document customer interactions and work toward KPI and business goals.
• Participate in training, pilot tests, and cross-training as required.

Skills

Unrestricted credential

Tax preparation

Customer service

Bilingual (EN/ES)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns using video contact.

You will provide expert tax guidance, handle full-service return preparation, and resolve product inquiries while documenting interactions and contributing to performance metrics. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have 2+ years of experience with 1040s for numerous clients, and be willing to work at least