Remote Tax Expert — CPA/EA/Attorney

Intuit, Inc.; Concord (NC); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. You will provide expert guidance, prepare returns, and explain tax terms via a virtual setup.

You will use state-of-the-art video tools to deliver high-quality customer experiences and meet KPI goals. Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience for many clients, PTIN, and ability to work at least 20

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep experience for 30+ clients per season using tax software.
• Active PTIN and ability to obtain state licenses or permits.
• Willingness to work at least 20 hours per week.
• Knowledge of Circular 230 and strong customer service skills.
• Proficient with tax software and online tools; able to explain tax terms clearly.
• Reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Calculate taxes and explain tax concepts in everyday language.
• Document customer interactions and work toward KPI metrics.
• Participate in pilot tests, projects, and training as required.
• Complete required training and compliance courses.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation experience

Strong communication skills

Bilingual English/Spanish (plus)

PTIN holder

Tools

Commercial tax software

Video/remote support tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. You will provide expert guidance, prepare returns, and explain tax terms via a virtual setup.

You will use state-of-the-art video tools to deliver high-quality customer experiences and meet KPI goals. Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 prep experience for many clients, PTIN, and ability to work at least 20