Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Menlo Park (CA); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to help TurboTax customers remotely with tax guidance, return preparation, and explanations of terms. You will use secure video tools to interact with clients and ensure accurate, high-quality service while meeting KPI targets.

The role requires active CPA/EA/Attorney credentials, 2+ years of 1040 experience, and residency in the United States. A wired internet connection and willingness to train are essential.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax knowledge.
• 2+ years of federal/state 1040 prep for multiple clients per season.
• State licenses/permits valid or able to obtain.
• PTIN active; willingness to work at least 20 hours weekly.
• Familiarity with Circular 230 and strong tech skills.
• Excellent verbal and written communication in English (Spanish a plus).
• Based in the United States; reliable wired internet connection.

Responsibilities

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice, full service return prep and e-signature.
• Answer product questions, perform tax calculations, and troubleshoot.
• Document conversations and work toward KPI targets and pilots.
• Attend required training and participate in program enhancements.

Skills

CPA/EA/Attorney

Tax preparation

Communication skills

Remote work capable

Tools

Video/telestage platforms

Job description

Intuit, Inc. seeks a tax professional to help TurboTax customers remotely with tax guidance, return preparation, and explanations of terms. You will use secure video tools to interact with clients and ensure accurate, high-quality service while meeting KPI targets.

The role requires active CPA/EA/Attorney credentials, 2+ years of 1040 experience, and residency in the United States. A wired internet connection and willingness to train are essential.