Remote Tax Expert — CPA/EA/Attorney

Intuit, Inc.; Portage (MI); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Intuit, Inc. seeks a qualified tax professional (CPA/EA/Practicing Attorney) to assist TurboTax customers with tax preparation and expert guidance. The role emphasizes clear communication, empathy, and accurate tax advice, delivered through virtual interactions.

You will support customers through 1040 returns, tax calculations, and product inquiries while meeting KPIs. A remote, nationwide position offers flexible hours and ongoing training requirements.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of 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 and be willing to work at least 20 hours per week.

Responsibilities

• Interact with customers virtually using video communications software to provide tax guidance and prepare returns.
• Deliver tax calculations, product inquiries, and full-service return preparation with signature.
• Document customer interactions and adhere to defined procedures and KPIs.
• Participate in required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Excellent communication

Bilingual English/Spanish (nice to hav

Education

CPA

Enrolled Agent (EA)

Attorney (Practicing)

Tools

TurboTax

Tax preparation software

Job description

Intuit, Inc. seeks a qualified tax professional (CPA/EA/Practicing Attorney) to assist TurboTax customers with tax preparation and expert guidance. The role emphasizes clear communication, empathy, and accurate tax advice, delivered through virtual interactions.

You will support customers through 1040 returns, tax calculations, and product inquiries while meeting KPIs. A remote, nationwide position offers flexible hours and ongoing training requirements.