Remote Tax Expert (CPA/EA/Attorney)

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

Job summary

Intuit, Inc. seeks a motivated professional with an active credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their taxes using video interactions. You will guide users, provide expert tax explanations, and ensure accurate, compliant tax preparation while supporting brand delight.

The role is remote, requires availability, and focuses on delivering high-quality customer experiences aligned with KPI goals and ongoing training.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax prep experience.
• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with deep expertise in tax preparation.
• Use government websites and resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot tax advice and prep questions.
• Document customer interactions and meet KPI metrics and goals.

Skills

Tax preparation

Customer communication

Video support

Bilingual (English/Spanish)

Job description

Intuit, Inc. seeks a motivated professional with an active credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their taxes using video interactions. You will guide users, provide expert tax explanations, and ensure accurate, compliant tax preparation while supporting brand delight.

The role is remote, requires availability, and focuses on delivering high-quality customer experiences aligned with KPI goals and ongoing training.