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

Jobtome; Santa Clarita (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a highly motivated tax professional for a virtual, customer‑facing role. You will guide customers through their TurboTax returns, provide tax advice, and complete full service return preparation with signature, using secure video communications.

You will leverage government resources and your tax knowledge to explain terms clearly, resolve inquiries, document interactions, and drive KPI performance in a fast-paced environment. Training and certifications may be required.

Qualifications

• Active unrestricted credential required (CPA/EA/Attorney).
• 2+ years of federal/state tax return prep for 30+ clients per season.
• PTIN required; state licenses or bonds may be needed.
• Proficient with tax software and technology; Circular 230 knowledge beneficial.
• Strong verbal/written communication and customer service skills.

Responsibilities

• Provide tax advice and full service return preparation and signature via virtual tools.
• Explain tax concepts in plain language using government sites and resources.
• Document interactions and meet KPI metrics and program goals.
• Engage in training, pilot projects, and cross-training as needed.
• Handle customer inquiries with professional, confident communication.

Skills

Unrestricted credential

CPA

EA

Practicing attorney

Tax preparation experience

2+ years experience

PTIN holder

Circular 230 knowledge

Strong communication

Customer service

Bilingual English/Spanish (plus)

Remote work readiness

Job description

Intuit is seeking a highly motivated tax professional for a virtual, customer‑facing role. You will guide customers through their TurboTax returns, provide tax advice, and complete full service return preparation with signature, using secure video communications.

You will leverage government resources and your tax knowledge to explain terms clearly, resolve inquiries, document interactions, and drive KPI performance in a fast-paced environment. Training and certifications may be required.