Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Mahwah (NJ); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products. This remote, virtual role focuses on expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact with customers via video, provide tax advice and full service returns, and continuously align with company KPIs while participating in training and pilot projects. A strong credential and at least 2 years of experience are required.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 tax return experience for at least 30 clients per season.
• Willingness to obtain state licenses/certificates if needed.
• Active PTIN and ability to work a minimum of 20 hours per week.
• Strong knowledge of tax laws and customer-facing communication.

Responsibilities

• Assist TurboTax customers via video interactions using Smartlook.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and resolve inquiries using defined policies.
• Meet KPI metrics and participate in testing projects and trainings.

Skills

Active unrestricted credential (CPA/EA

Practicing Attorney

Excellent communication skills

Customer service experience

Video/online interaction

Job description

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products. This remote, virtual role focuses on expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact with customers via video, provide tax advice and full service returns, and continuously align with company KPIs while participating in training and pilot projects. A strong credential and at least 2 years of experience are required.