Remote Tax Expert (CPA/EA/Attorney)

Jobtome; Philadelphia (Philadelphia County); Remote; USD 34,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit is seeking a highly motivated tax professional (CPA/EA/Attorney) to assist TurboTax customers with tax guidance and full-service return preparation in a virtual setting. You will communicate clearly, use government resources, and document customer interactions, while meeting KPI targets.

Role requires 20+ hours weekly, active PTIN, and state licenses as applicable. English/Spanish bilingual skills are a plus, and remote work is supported across the United States.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal and state individual 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain 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 with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via Smartlook video software.
• Provide tax advice, full service return preparation and signature, and product questions.
• Create high quality customer interactions with confidence and empathy.
• Use government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot tax inquiries and document interactions.
• Meet KPI metrics and participate in pilot testing and projects.
• Participate in required training and professional development.

Skills

Active unrestricted credential

Tax preparation experience

Strong communication skills

Bilingual English/Spanish a plus

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a highly motivated tax professional (CPA/EA/Attorney) to assist TurboTax customers with tax guidance and full-service return preparation in a virtual setting. You will communicate clearly, use government resources, and document customer interactions, while meeting KPI targets.

Role requires 20+ hours weekly, active PTIN, and state licenses as applicable. English/Spanish bilingual skills are a plus, and remote work is supported across the United States.