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

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers remotely with tax preparation and advice. You will conduct virtual sessions, explain tax concepts in clear language, and help complete returns using our software. This role emphasizes strong communication, accuracy, and customer satisfaction.

Requires an active credential (CPA/EA/Attorney), 2+ years of recent 1040 experience, and a commitment to 20+ hours weekly. Training and compliance are essential parts of the role.

Qualifications

• Active unrestricted credential required (CPA/EA/Attorney).
• 2+ years of federal/state 1040 experience for 30+ clients per season.
• Must reside in the United States and have valid PTIN.
• Willingness to work at least 20 hours per week.

Responsibilities

• Assist TurboTax customers with tax preparation and guidance via video chat.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics.
• Complete required training and compliance programs.

Skills

Tax expertise

Customer service

Communication skills

Video interactions

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

Job description

Intuit, Inc. seeks a licensed tax professional to assist TurboTax customers remotely with tax preparation and advice. You will conduct virtual sessions, explain tax concepts in clear language, and help complete returns using our software. This role emphasizes strong communication, accuracy, and customer satisfaction.

Requires an active credential (CPA/EA/Attorney), 2+ years of recent 1040 experience, and a commitment to 20+ hours weekly. Training and compliance are essential parts of the role.