Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Ocala (FL); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, prepare federal and state returns, and explain tax terms clearly to enhance customer confidence.

The role emphasizes strong communication, video interaction, and adherence to company policies. Requires active credentials, PTIN, and a reliable hardwired internet connection. Remote work available nationwide.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep experience for many clients per season.
• Must have or obtain state licenses, PTIN, and security-compliant internet access.

Responsibilities

• Interact with customers via video using TurboTax tools.
• Provide tax advice, full service returns, and product inquiries.
• Explain tax terms clearly and document customer interactions.
• Meet KPI metrics and participate in training and validations.

Skills

CPA/EA/Attorney credential

Communication skills

Video/remote interaction

Tax preparation experience

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, prepare federal and state returns, and explain tax terms clearly to enhance customer confidence.

The role emphasizes strong communication, video interaction, and adherence to company policies. Requires active credentials, PTIN, and a reliable hardwired internet connection. Remote work available nationwide.