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

Intuit, Inc.; Villa Park (IL); Remote; USD 37,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing their returns remotely. You will provide expert tax guidance, perform full-service returns, and answer product questions using clear, everyday language.

Ideal candidates have active unrestricted credentials (CPA/EA/Attorney), experience with 1040s, and strong communication skills. A hardwired internet connection and availability for 20+ hours weekly are required. Bilingual English/Spanish is a plus.

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney with tax prep experience.
• 2+ years of federal and state 1040 prep for many clients per season using tax software.
• Willing to obtain state licenses, permits or bonds as needed.
• Must have PTIN and a dedicated hardwired internet connection.

Responsibilities

• Assist TurboTax customers via video interactions using Smartlook.
• Provide tax advice, full service return prep and signature, and product queries.
• Explain tax concepts in plain language using government sites and resources.
• Troubleshoot and resolve tax advice and prep inquiries following defined procedures.
• Document all customer interactions and maintain KPI targets.
• Participate in training, pilots, and projects as required.

Skills

Active credential awareness

Customer service

Verbal and written communication

Bilingual English/Spanish (plus)

Technical proficiency

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing their returns remotely. You will provide expert tax guidance, perform full-service returns, and answer product questions using clear, everyday language.

Ideal candidates have active unrestricted credentials (CPA/EA/Attorney), experience with 1040s, and strong communication skills. A hardwired internet connection and availability for 20+ hours weekly are required. Bilingual English/Spanish is a plus.