Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Tempe (AZ); Remote; USD 34,000 - 44,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to complete their returns accurately and efficiently.

The role requires an active CPA/EA or practicing attorney, with strong communication skills and at least 2 years of federal/state 1040 experience. Training, high-speed internet, and English/Spanish bilingual abilities are a plus.

Qualifications

• Active, unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain related state licenses and PTIN.
• Knowledge of Circular 230 and tax laws; proficient with technology and video tools.

Responsibilities

• Interact with customers via video communications software to provide tax guidance and full-service return preparation.
• Deliver accurate tax calculations and product explanations in everyday language.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in required trainings and cross-training as needed.

Skills

Tax prep expertise

Video/online communication

Bilingual English/Spanish

Education

CPA/EA/Attorney licensed

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to complete their returns accurately and efficiently.

The role requires an active CPA/EA or practicing attorney, with strong communication skills and at least 2 years of federal/state 1040 experience. Training, high-speed internet, and English/Spanish bilingual abilities are a plus.