Remote Tax Expert: CPA/EA/Attorney

Intuit, Inc.; Stockton (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax returns, provide expert guidance, and explain tax terms. The role emphasizes customer empathy, clear communication, and accurate preparation of 1040s for individuals across multiple states.

Candidates must hold an active unrestricted credential (EA/CPA/Practicing Attorney) with strong tax knowledge, 2+ years of experience, and be willing to train and meet KPI targets in a fast-paced, remote environment.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must have PTIN and be willing to obtain state licenses as needed.

Responsibilities

• Provide expert guidance and tax preparation support to TurboTax customers via virtual video interactions.
• Handle full service return preparation and signature, tax calculations, and product inquiries.
• Apply company policies to troubleshoot tax advice requests and document customer interactions.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Education

EA/CPA/Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax returns, provide expert guidance, and explain tax terms. The role emphasizes customer empathy, clear communication, and accurate preparation of 1040s for individuals across multiple states.

Candidates must hold an active unrestricted credential (EA/CPA/Practicing Attorney) with strong tax knowledge, 2+ years of experience, and be willing to train and meet KPI targets in a fast-paced, remote environment.