Remote Tax Expert (CPA/EA) for TurboTax

Intuit, Inc.; Caldwell (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax advice, preparation, and explanations of tax terms.

You will interact via state-of-the-art video tools, leveraging resources to deliver accurate results and exceptional customer experiences. The role emphasizes strong regulatory knowledge (Circular 230), at least 2 years of federal/state 1040 prep, and a willingness to work 20+ hours weekly while meeting KPI targets.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must hold or obtain state licenses/permits/bonds and PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computers.

Responsibilities

• Work in a virtual, customer-facing role using video software to assist customers.
• Provide tax advice, full-service return prep and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise.
• Use government sites and resources to find correct answers in plain language.
• Document interactions and meet KPI metrics and program goals.
• Participate in training, pilots, and development programs as required.

Skills

Tax preparation experience

Strong communication skills

Video/Audio client interactions

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax advice, preparation, and explanations of tax terms.

You will interact via state-of-the-art video tools, leveraging resources to deliver accurate results and exceptional customer experiences. The role emphasizes strong regulatory knowledge (Circular 230), at least 2 years of federal/state 1040 prep, and a willingness to work 20+ hours weekly while meeting KPI targets.