Remote Tax Expert (CPA/EA) for Guided Returns

Intuit, Inc.; Cartersville (GA); Remote; USD 45,000 - 60,000; Full time

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in completing their federal and state returns.

The role is virtual and customer-facing, leveraging our video tools to interact with clients and explain tax terms clearly. You will provide tax advice, full service preparation, product inquiries, and calculations, drawing on extensive tax knowledge and strong communication skills.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of federal and state 1040 preparation for at least 30 clients per season using commercial software.
• Must possess or be able to obtain state licenses/certificates/permits.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Excellent verbal and written communication.
• Bilingual EN/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Provide tax guidance and full service return preparation and signature.
• Assist TurboTax customers with product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government resources and team knowledge to deliver right answers in plain language.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, projects, and experience validations as needed.

Skills

Active credential

Tax prep experience

PTIN holder

Bilingual EN/ES (a plus)

Strong communication

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in completing their federal and state returns.

The role is virtual and customer-facing, leveraging our video tools to interact with clients and explain tax terms clearly. You will provide tax advice, full service preparation, product inquiries, and calculations, drawing on extensive tax knowledge and strong communication skills.