Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Erie (Erie County); Remote; USD 40,000 - 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 our customers complete their taxes remotely using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to empower customers to confidently file their returns. You will perform full service return preparation, respond to product inquiries, and document every interaction while targeting KPIs and participating in ongoing training.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax knowledge.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial tax software.
• Willing to work at least 20 hours per week and obtain any required licenses.
• Proficient with Circular 230 and general tax regulations.

Responsibilities

• Interact with customers virtually via video; provide tax advice and guidance.
• Perform full service return preparation and signature.
• Answer product/software questions and explain tax terms clearly.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation expertise

Excellent communication

Video/remote customer service

Bilingual English/Spanish (plus)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help our customers complete their taxes remotely using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to empower customers to confidently file their returns. You will perform full service return preparation, respond to product inquiries, and document every interaction while targeting KPIs and participating in ongoing training.