Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.

Zionsville (IN)

Remote

USD 34,000 - 51,000

Full time

5 hours ago

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Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers through a virtual, video-based setup. You will provide expert tax guidance, prepare federal and state returns, and explain tax concepts clearly.

The role emphasizes customer empathy, adherence to policies, and ongoing training to meet performance goals. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have 2+ years of recent tax prep experience for at least 30 clients, and

Qualifications

Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
Must possess or obtain state licenses, certificates, permits, or bonds.
Must possess an active PTIN.
Willing to work a minimum of 20 hours per week.
Proficient with technology and tax software.
Strong customer service and communication skills.
Must reside in the United States.

Responsibilities

This is a virtual, customer-facing role using video communication to interact with customers.
Provide tax advice and full service return preparation and signature.
Answer product and software inquiries and perform tax calculations.
Create high quality customer interactions with deep tax knowledge.
Access government websites and resources to deliver accurate information in plain language.
Document customer interactions and adhere to procedures and policies.
Meet KPI metrics and participate in pilots and training as required.