Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Bluffton (SC); Remote; USD 30,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax expert to assist TurboTax customers with tax preparation and guidance in a fully remote, virtual environment.

You will provide accurate tax explanations and support, leveraging your active credential (CPA/EA/Practicing Attorney) and deep tax knowledge. You will collaborate with customers via video, document interactions, and aim to exceed KPI targets while completing required training and staying compliant with Circular 230.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience and knowledge of tax laws.
• 2+ years of federal/state individual 1040 prep for 30+ clients per season using commercial tax software.
• State licenses, certificates, permits, or bonds eligibility or ability to obtain.
• Must have PTIN (Preparer Tax Identification Number).
• Willingness to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and video/audio communication tools.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This virtual, customer-facing role uses video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product questions.
• Create high quality interactions using empathy and deep tax knowledge.
• Access government sites and resources to deliver correct answers in everyday language.
• Follow defined procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in training, pilots, projects, and experience validations as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

PTIN

State license eligibility

Tools

TurboTax / commercial tax software

Video conferencing tools

Job description

Intuit, Inc. seeks a tax expert to assist TurboTax customers with tax preparation and guidance in a fully remote, virtual environment.

You will provide accurate tax explanations and support, leveraging your active credential (CPA/EA/Practicing Attorney) and deep tax knowledge. You will collaborate with customers via video, document interactions, and aim to exceed KPI targets while completing required training and staying compliant with Circular 230.