Remote Tax Expert — CPA/EA/Attorney Guidance

Intuit, Inc.; Gastonia (NC); Remote; USD 34,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a driven tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert tax advice, and handle full-service returns with confidence.

Ideal candidates hold an active CPA/EA or practicing attorney credential, have 2+ years of 1040 experience, and can work at least 20 hours weekly. Strong communication and tech skills are essential. Bilingual English/Spanish is a plus.

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 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses/certificates/bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using empathy and tax expertise.
• Utilize government sites and professional resources to deliver accurate answers.
• Follow defined practices and policies to resolve inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilots, projects, and training as needed.

Skills

Customer service

Tax preparation

Communication skills

Bilingual English/Spanish

Video conferencing

Education

CPA/EA/Practicing Attorney credential

PTIN holder

State licenses

Tools

TurboTax

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a driven tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert tax advice, and handle full-service returns with confidence.

Ideal candidates hold an active CPA/EA or practicing attorney credential, have 2+ years of 1040 experience, and can work at least 20 hours weekly. Strong communication and tech skills are essential. Bilingual English/Spanish is a plus.