Remote Tax Expert – CPA/EA/Attorney

Jobtome; Englewood (CO); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit is seeking a highly motivated tax professional for a fully remote role supporting TurboTax customers. You will guide clients through complex returns, provide tax advice, and perform full-service preparation with signature, leveraging video interactions and TurboTax software.

You will use government resources, maintain strong documentation, and meet KPI targets while completing required compliance training.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of federal and state individual 1040 preparation for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and tax calculations.
• Create high-quality customer interactions with empathy and tax expertise.
• Use government websites and professional resources to find the right answer for the customer.
• Apply defined practices, procedures, and policies to troubleshoot inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential

Tax preparation experience

Strong communication

Video/remote support tech

Bilingual en/es

Education

CPA/EA/Attorney credential

Tools

TurboTax software

Job description

Intuit is seeking a highly motivated tax professional for a fully remote role supporting TurboTax customers. You will guide clients through complex returns, provide tax advice, and perform full-service preparation with signature, leveraging video interactions and TurboTax software.

You will use government resources, maintain strong documentation, and meet KPI targets while completing required compliance training.