Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Jackson (MS); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax-savvy professional to help TurboTax customers complete federal and state returns. This fully remote role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax terms, provide expert advice, and ensure accurate returns while upholding brand standards. You will use secure video tools, collaborate with experts, and continuously meet performance KPIs, with training provided to stay current on tax

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state 1040 tax return experience for at least 30 clients per season.
• Must have PTIN and ability to obtain state licenses as needed.
• Willing to work at least 20 hours per week and reside in the United States.

Responsibilities

• Work virtually with customers via video communications to provide tax guidance and preparation.
• Assist with tax advice, full service return preparation, and product inquiries.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in trainings and validations.

Job description

Intuit, Inc. is seeking a tax-savvy professional to help TurboTax customers complete federal and state returns. This fully remote role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax terms, provide expert advice, and ensure accurate returns while upholding brand standards. You will use secure video tools, collaborate with experts, and continuously meet performance KPIs, with training provided to stay current on tax