Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Warren (MI); Remote; USD 39,000 - 50,000; Full time

Job summary

Intuit, Inc. seeks a highly skilled tax expert to assist TurboTax customers in completing federal and state returns in a virtual, customer-facing role. You will explain tax terms clearly and deliver accurate results using our video tools.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of 1040 prep for 30+ clients per season, PTIN, and U.S. residency. You must be available at least 20 hours per week and have a reliable hardwired internet connection.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years of federal and state 1040 experience for ≥30 clients per season using tax software.
• State licenses/permits/bonds as required by state.
• PTIN required
• Willing to work ≥20 hours/week
• Knowledge of Circular 230
• Proficient with technology and software
• Strong customer service via video/audio tools
• Excellent verbal and written communication
• Able to work in a fast-paced environment
• Dedicated hardwired internet connection per Intuit security criteria
• English/Spanish bilingual a plus
• Must reside in the United States.

Responsibilities

• Assist TurboTax customers on tax returns via virtual video sessions.
• Provide tax advice and full service return preparation and signature.
• Handle product inquiries and tax calculations with accuracy.
• Document customer interactions and maintain CRM notes.
• Support training and KPI targets and participate in pilots as needed.

Skills

Tax knowledge

Customer service

Verbal & written communication

Bilingual English/Spanish

Video/Audio communication

Critical thinking

Fast-paced environment

Reliable internet

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Commercial tax preparation software

Job description

Intuit, Inc. seeks a highly skilled tax expert to assist TurboTax customers in completing federal and state returns in a virtual, customer-facing role. You will explain tax terms clearly and deliver accurate results using our video tools.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of 1040 prep for 30+ clients per season, PTIN, and U.S. residency. You must be available at least 20 hours per week and have a reliable hardwired internet connection.