Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Boston (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional for a virtual customer-facing role to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms, while enhancing brand experience and customer satisfaction. The role requires a CPA/EA/Practicing Attorney credential, strong communication skills, and the ability to work remotely across the United States.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, permits, or bonds and a PTIN.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and comfortable using tax software and online resources.

Responsibilities

• Assist TurboTax customers via virtual video sessions to guide tax preparation and provide tax advice.
• Perform full-service return preparation and e-signature where applicable.
• Answer product and software inquiries and explain tax terms in plain language.
• Document customer interactions and adhere to company policies and KPI targets.
• Participate in training and development programs as required by the business.

Skills

Tax knowledge

Customer service

Communication

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Video conferencing software

Job description

Intuit, Inc. seeks a tax professional for a virtual customer-facing role to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms, while enhancing brand experience and customer satisfaction. The role requires a CPA/EA/Practicing Attorney credential, strong communication skills, and the ability to work remotely across the United States.