Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Peoria (IL); Remote; USD 38,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their federal and state tax returns using TurboTax products.

This virtual, customer-facing role focuses on expert guidance, accurate tax preparation, and clear explanations of tax terms to empower customers. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have at least 2+ years of recent 1040 preparation experience for many clients per season.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney required.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial tax software.
• Must have or be able to obtain state licenses, permits, or bonds.
• Must hold PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• Interact with customers in a virtual setting using video and audio tools.
• Provide tax advice and full-service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

Customer service excellence

Verbal & written communication

Video/Audio tools proficiency

Hardwired internet connection

Bilingual English/Spanish (plus)

Fast-paced environment adaptability

Critical thinking & problem solving

Education

Active unrestricted credential: CPA/EA/Attorney

Tools

TurboTax

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their federal and state tax returns using TurboTax products.

This virtual, customer-facing role focuses on expert guidance, accurate tax preparation, and clear explanations of tax terms to empower customers. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have at least 2+ years of recent 1040 preparation experience for many clients per season.