Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Chagrin Falls (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to help TurboTax customers complete federal and state returns remotely. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have strong communication skills to explain tax terms clearly.

The role requires several years of 1040 experience, PTIN, and willingness to train on Intuit processes. A dedicated internet connection and bilingual ability are a plus.

Qualifications

• Must have active unrestricted credential: CPA/EA or practicing attorney.
• 2+ years of federal/state 1040 prep experience for 30+ clients per season using tax software.
• Must possess or obtain related state licenses/certificates.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Deliver high quality customer interactions with empathy and deep tax knowledge.
• Use government sites and resources to find the right answer in plain language.
• Apply policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Skills

Excellent communication skills

Video/virtual interactions

Tax preparation expertise

Strong tax knowledge

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

PTIN

State licenses/certificates

Tools

Commercial tax preparation software

Job description

Intuit, Inc. seeks a highly motivated tax professional to help TurboTax customers complete federal and state returns remotely. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have strong communication skills to explain tax terms clearly.

The role requires several years of 1040 experience, PTIN, and willingness to train on Intuit processes. A dedicated internet connection and bilingual ability are a plus.