Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Fort Myers (FL); Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional to assist customers using TurboTax, delivering expert guidance and accurate tax preparation. The role emphasizes clear explanations of tax terms and high-quality customer interactions in a virtual setting.

You will work toward Intuit’s goal of powering prosperity, using deep knowledge of tax rules and strong communication to help customers complete their returns efficiently. Training and compliance requirements will apply.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must possess or obtain related state licenses/certificates/permits.
• Active PTIN required.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in trainings and pilots.

Skills

Customer service

Tax knowledge

Verbal communication

Written communication

Critical thinking

Problem solving

Education

CPA/EA/Practicing Attorney credential

PTIN

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax professional to assist customers using TurboTax, delivering expert guidance and accurate tax preparation. The role emphasizes clear explanations of tax terms and high-quality customer interactions in a virtual setting.

You will work toward Intuit’s goal of powering prosperity, using deep knowledge of tax rules and strong communication to help customers complete their returns efficiently. Training and compliance requirements will apply.