Remote Tax Expert (CPA/EA/Attorney) — TurboTax Ready

Intuit, Inc.; Salt Lake City (UT); Remote; USD 60,000 - 85,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax expert to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terminology.

You will interact through state-of-the-art video software, helping clients with returns and product inquiries while delivering confident, empathetic support. The role requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of recent experience preparing federal/state 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses/permits.
• Must have PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service via video/audio.
• Excellent verbal/written communication.
• Critical thinking, problem solving, research skills.
• Able to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service return prep and signature, product questions, tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Leverage government resources and team expertise to deliver accurate answers in everyday language.
• Apply procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and big bets goals.
• Participate in pilot tests and trainings as needed.
• Complete required trainings and development programs as determined by the business.

Skills

CPA/EA/Attorney

Tax return prep experience

State licenses eligibility

PTIN

Part-time availability

Circular 230

Tech proficiency

Customer service

Communication skills

Critical thinking

Ability to work under pressure

Hardwired internet

Bilingual EN/ES

US resident

Job description

Intuit, Inc. is hiring for a virtual tax expert to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terminology.

You will interact through state-of-the-art video software, helping clients with returns and product inquiries while delivering confident, empathetic support. The role requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly.