Remote Tax Expert (CPA/EA) for 1040 Prep & Guidance

Intuit, Inc.; Alexandria (VA); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks experienced tax professionals with an active credential (CPA/EA/Attorney) to assist TurboTax customers from a virtual, remote setting.

You will provide expert guidance on tax preparation, explain tax terms, and ensure compliant, high-quality service while achieving KPIs. You will interact with customers via video and voice tools, leveraging government resources and TurboTax software to deliver accurate returns and clear explanations.

Qualifications

• Active credential (CPA/EA/Attorney) required.
• 2+ years preparing federal/state 1040 for 30+ clients per season using commercial tax software.
• State licenses/certificates permits or bonds may be required or obtainable.
• PTIN required.
• Willing to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills (verbal & written).
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Assist TurboTax customers with tax returns, including advice, full-service preparation and signature, product inquiries, and tax calculations.
• Provide high-quality customer interactions with empathy and deep tax knowledge.
• Use government sites and professional resources to find accurate answers in plain language.
• Apply company procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot projects and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential

Customer service

Communication skills

Critical thinking

Problem solving

Research skills

Tech savvy

Hardwired internet

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. seeks experienced tax professionals with an active credential (CPA/EA/Attorney) to assist TurboTax customers from a virtual, remote setting.

You will provide expert guidance on tax preparation, explain tax terms, and ensure compliant, high-quality service while achieving KPIs. You will interact with customers via video and voice tools, leveraging government resources and TurboTax software to deliver accurate returns and clear explanations.