Remote Tax Expert (CPA/EA/Attorney)

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly capable tax professional to help customers complete their taxes using TurboTax products in a remote, virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) with strong communication skills and at least 2 years of federal/state 1040 experience for many clients per season.

Qualifications

• Active unrestricted credential (CPA/EA or practicing attorney) with strong tax preparation knowledge.
• At least 2 years of federal and state individual 1040 returns experience for 30+ clients per season.
• Must possess an active PTIN and related state licenses/certifications.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish communication skills are a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Assist TurboTax customers with tax returns: tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality interactions and experiences with deep tax knowledge and empathy.
• Utilize government sites and professional resources to provide accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot inquiries and resolve tax questions.
• Document customer interactions and maintain records.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilots, projects, and experience validations as needed.
• Complete required trainings including compliance, up-skilling, and cross-training as needed.

Skills

Active unrestricted credential (CPA/EA

Practicing Attorney

2+ years tax return prep experience

PTIN

Willing to work 20+ hours/week

Bilingual English/Spanish

US residency

Strong communication skills

Job description

Intuit, Inc. is seeking a highly capable tax professional to help customers complete their taxes using TurboTax products in a remote, virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) with strong communication skills and at least 2 years of federal/state 1040 experience for many clients per season.