Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; McAllen (TX); 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 motivated tax expert with active credentials to guide TurboTax customers through their returns in a remote role. You will use video tools to deliver clear explanations and accurate tax advice.

You will prepare and sign full-service returns, answer product questions, and help customers navigate tax laws. The role emphasizes high-quality interactions, compliance training, and meeting performance KPIs.

Qualifications

• Must possess active unrestricted credentials (EA, CPA, or Practicing Attorney) with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills for video and audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video for interactions with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations for TurboTax customers.
• Create high quality customer interactions using deep knowledge and empathy to instill confidence.
• Utilize government sites and professional resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document all customer interactions.
• Hit KPIs and Big Bet goals; participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Enrolled Agent

CPA

Practicing Attorney

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax expert with active credentials to guide TurboTax customers through their returns in a remote role. You will use video tools to deliver clear explanations and accurate tax advice.

You will prepare and sign full-service returns, answer product questions, and help customers navigate tax laws. The role emphasizes high-quality interactions, compliance training, and meeting performance KPIs.