Remote Tax Expert (CPA/EA) - Client Guidance Pro

Intuit, Inc.; San Francisco, South Gate (CA, CA, IL); Hybrid; CAD 56,000 - 72,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to help customers complete their returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms. You will interact with customers through state-of-the-art video software, deliver high-quality service, and leverage resources to resolve inquiries while meeting KPI targets and

Qualifications

• Active unrestricted credential required: CPA/EA/Practicing Attorney with strong tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must obtain related state licenses/certificates/permits/bonds and PTIN.

Responsibilities

• Assist TurboTax customers via virtual video interface.
• Provide tax advice, full service return prep and signature as needed.
• Explain tax concepts and terms in everyday language to customers.
• Research using government sites and resources to answer questions.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Video/telecommunication

Strong communication

Critical thinking

Research skills

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to help customers complete their returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms. You will interact with customers through state-of-the-art video software, deliver high-quality service, and leverage resources to resolve inquiries while meeting KPI targets and