Remote Tax Expert CPA/EA

Intuit, Inc.; Gastonia (NC); Remote; USD 33,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, empowering them to file confidently.

This is a virtual role with training, KPI focus, and opportunities to participate in pilots. You will interact via video, document interactions, and uphold security standards while delivering accurate results.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses/certificates/permits.
• Active PTIN required.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing and training as required.

Skills

Communication skills

Customer service

Problem solving

Verbal and written communication

Attention to detail

Tech proficiency

Bilingual English/Spanish (nice tohave

Education

CPA/EA/Practicing Attorney credential

PTIN

State licenses/permits

Tools

TurboTax

Tax preparation software

Video/remote communication software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, empowering them to file confidently.

This is a virtual role with training, KPI focus, and opportunities to participate in pilots. You will interact via video, document interactions, and uphold security standards while delivering accurate results.