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

Intuit, Inc.; Cumming (GA); Remote; USD 33,000 - 50,000; Full time

Job summary

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and help customers navigate tax software using video interactions.

Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 preparation experience for multiple clients per season. Willingness to train and meet KPI targets is essential.

Qualifications

• Must possess active unrestricted credential: CPA/EA or practicing attorney.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain state licenses/certificates; PTIN; willing to work minimum 20 hours/week.
• Proficient with technology; strong communication and customer service skills.
• Bilingual English/Spanish a plus.

Responsibilities

• Assist customers virtually via video communications to complete tax returns and provide guidance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and reference government/professional sources.
• Document customer interactions and apply company procedures to resolve inquiries.
• Meet KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Bilingual EN/ES

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and help customers navigate tax software using video interactions.

Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 preparation experience for multiple clients per season. Willingness to train and meet KPI targets is essential.