Remote Tax Expert (CPA/EA) – Client-Focused

Intuit, Inc.; Stockton (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax returns, guidance, and explanations of tax terms.

This virtual, customer-facing role emphasizes accuracy, empathy, and clear communication to empower customers to complete their taxes. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 experience for many clients per season, plus PTIN and state license readiness.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must have PTIN and ability to obtain state licenses as needed.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Interact with TurboTax customers via video using state-of-the-art software.
• Provide tax advice, full-service return prep and signature, and product inquiries.
• Document interactions and adhere to company policies and KPIs.
• Complete required training and participate in pilots/projects as needed.

Skills

Active credential

Tax preparation experience

Video/customer support

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax returns, guidance, and explanations of tax terms.

This virtual, customer-facing role emphasizes accuracy, empathy, and clear communication to empower customers to complete their taxes. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 experience for many clients per season, plus PTIN and state license readiness.