Remote Tax Expert (CPA/EA) – Expert Guidance & Prep

Intuit, Inc.; Kissimmee (FL); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This is a virtual, customer-facing role using video tools to interact with clients nationwide.

Candidates must hold an active credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040 returns, with strong communication and problem-solving skills. 20+ hours weekly, remote work available.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns experience for at least 30 clients per season using tax software.
• Active PTIN; willing to meet state licenses/permits as required.
• Must reside in the United States and be able to work at least 20 hours/week.

Responsibilities

• Interact with customers via video and audio tools in a professional manner.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries using company policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tools

Smartlook

Video conferencing

Job description

Intuit is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This is a virtual, customer-facing role using video tools to interact with clients nationwide.

Candidates must hold an active credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040 returns, with strong communication and problem-solving skills. 20+ hours weekly, remote work available.