Remote Tax Expert (CPA/EA/Attorney) for TurboTax

Intuit, Inc.; Naples (FL); Remote; USD 55,000 - 85,000; Part time

Job summary

Intuit, Inc. seeks a qualified tax professional to assist customers in completing their 1040 returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax guidance, clear explanations of tax terms, and delivering a high-quality customer experience. Qualified candidates hold an active CPA/EA/Attorney credential, have 2+ years of preparation experience, and reside in the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of federal/state individual 1040 preparation for 30+ clients per season using commercial tax software.
• Must possess/obtain state licenses, permits, or bonds and an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230 and tax regulations.
• Proficient with technology and computer operations.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and strive to meet KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Strong communication

Customer service

Problem solving

Attention to detail

Time management

Adaptability

Education

Active CPA/EA/Practicing Attorney

Tools

Smartlook

Video conferencing software

Commercial tax software

Job description

Intuit, Inc. seeks a qualified tax professional to assist customers in completing their 1040 returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax guidance, clear explanations of tax terms, and delivering a high-quality customer experience. Qualified candidates hold an active CPA/EA/Attorney credential, have 2+ years of preparation experience, and reside in the United States.