Remote Tax Expert (CPA/EA/Attorney)

Jobtome; Alpharetta (GA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit seeks a highly qualified tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact, provide accurate tax advice, and perform full service return preparation with signatures where applicable.

Candidates should hold an active credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience, and be ready to meet training and security requirements. Remote, 20+ hours/week with strong customer service expected.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax prep experience.
• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses or permits.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service, verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a wired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in United States.

Responsibilities

• Provide tax advice and full service return preparation via video interactions.
• Explain tax concepts and terms in everyday language.
• Document customer interactions and troubleshoot inquiries.
• Meet KPIs and contribute to pilot tests and projects.
• Complete required training and development.

Skills

Tax preparation

Video/online interactions

Bilingual English/Spanish

Strong communication

Attention to detail

Education

CPA/EA/Attorney license

Tools

TurboTax software

Circular 230

Job description

Intuit seeks a highly qualified tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact, provide accurate tax advice, and perform full service return preparation with signatures where applicable.

Candidates should hold an active credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience, and be ready to meet training and security requirements. Remote, 20+ hours/week with strong customer service expected.