Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Tyler (TX); Remote; USD 60,000 - 76,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks highly motivated professionals with active unrestricted credentials (CPA/EA/Attorney) to help customers complete their taxes using TurboTax. This virtual, customer-facing role emphasizes clear explanations, expert guidance, and precise tax preparation.

You will interact via video, support federal and state returns, and contribute to a positive brand experience. Candidates should have at least 2 years of 1040 prep, PTIN, and reside in the United States.

Qualifications

• Active unrestricted credential: CPA, EA or practicing attorney.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• Must hold or obtain related state licenses/permits.
• Must have PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must have a hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications.
• Assist TurboTax customers with tax returns and delegation.
• Provide tax guidance, full service return prep and signatures.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilots, projects, and validations as needed.
• Complete required training including compliance and up-skilling.

Skills

Customer service

Video support

Communication

Problem solving

Technology proficient

Education

CPA/EA/Attorney credential

2+ years 1040 prep for 30+ clients

State licenses/permits

PTIN

Tools

TurboTax

Video conferencing software

Commercial tax software

Job description

Intuit, Inc. seeks highly motivated professionals with active unrestricted credentials (CPA/EA/Attorney) to help customers complete their taxes using TurboTax. This virtual, customer-facing role emphasizes clear explanations, expert guidance, and precise tax preparation.

You will interact via video, support federal and state returns, and contribute to a positive brand experience. Candidates should have at least 2 years of 1040 prep, PTIN, and reside in the United States.