Remote Tax Expert (CPA/EA) for Client Tax Prep

Intuit, Inc.; Gastonia (NC); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers with tax guidance and full service returns in a virtual setting. You will use advanced video tools to communicate complex tax concepts clearly and accurately.

The role requires active credentials (CPA/EA/Practicing Attorney), strong communication, and the ability to meet performance KPIs. Hybrid training and ongoing development are provided.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience and knowledge of tax laws.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Must possess or obtain state licenses, permits, or bonds and an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230; proficient with technology.

Responsibilities

• This is a virtual, customer-facing role using state-of-the-art video software to interact with customers.
• Assist TurboTax customers with tax advice, full-service return preparation and signatures, and product inquiries.
• Create high quality interactions using empathy and deep tax knowledge to build customer confidence.
• Leverage government sites and professional resources to find accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot inquiries and resolve tax questions.
• Document customer interactions and progress; meet KPIs and Big Bet Goals.
• Participate in pilot tests, projects, and trainings as required.

Skills

Active unrestricted credential

Excellent communication

Job description

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers with tax guidance and full service returns in a virtual setting. You will use advanced video tools to communicate complex tax concepts clearly and accurately.

The role requires active credentials (CPA/EA/Practicing Attorney), strong communication, and the ability to meet performance KPIs. Hybrid training and ongoing development are provided.