Remote Tax Expert: CPA/EA/Attorney Guidance

Intuit, Inc.; Des Moines (IA); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. The role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms.

You will work remotely, providing services with video interactions and leveraging government resources to deliver correct answers. Training and KPI-driven performance are required as part of ongoing development.

Qualifications

• Must hold active unrestricted credential (CPA/EA/Attorney).
• 2+ years' experience preparing federal/state 1040 returns for 30+ clients per season.
• Must hold PTIN and state licenses as applicable.
• Proficient with technology and tax software; strong internet access.

Responsibilities

• This is a virtual, customer-facing role using video tech to interact with customers.
• Provide tax advice, full service return prep and signature, and tax calculations.
• Answer product/software questions and deliver accurate information in everyday language.
• Document customer interactions and meet KPI metrics; participate in pilots and trainings.

Skills

Active credential knowledge

Excellent communication

Customer service

Bilingual English/Spanish

Critical thinking

Problem solving

Video/audio communication

Adaptability in fast-paced env

Technical proficiency

Education

CPA/EA/Practicing Attorney license

Tools

TurboTax software

Commercial tax software

Smartlook/video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. The role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms.

You will work remotely, providing services with video interactions and leveraging government resources to deliver correct answers. Training and KPI-driven performance are required as part of ongoing development.