Remote Tax Expert: CPA/EA/Attorney, TurboTax Guidance

Intuit, Inc.; Needham (MA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with TurboTax. This remote role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills as you guide clients through tax preparation and explanations of tax terms.

You will interact via video tools, deliver accurate tax advice, and handle full-service returns while adhering to company procedures. Training and certifications may be required, with performance-based rewards and a flexible schedule.

Qualifications

• Active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 returns experience for 30+ clients per season.
• Willingness to work minimum 20 hours per week.
• Must reside in the United States.
• Able to work with video and audio tools professionally.

Responsibilities

• Virtual, customer-facing role using video communications software 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.
• Research using government sites and professional resources to give accurate answers.
• Document customer interactions and meet KPI metrics and project goals.
• Participate in training, cross-training, and development as required.

Skills

Tax preparation experience

Customer service

Video/audio tools

Bilingual English/Spanish

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax professional to assist customers with TurboTax. This remote role requires active credentials (CPA/EA/Practicing Attorney) and strong communication skills as you guide clients through tax preparation and explanations of tax terms.

You will interact via video tools, deliver accurate tax advice, and handle full-service returns while adhering to company procedures. Training and certifications may be required, with performance-based rewards and a flexible schedule.