Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Myrtle Point (OR); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional with active credentials to help TurboTax customers complete returns and understand tax concepts via video interactions. You will guide users through tax preparation, provide expert advice, and document interactions to ensure accuracy and compliance.

The role emphasizes remote, customer-facing support, strong communication, and adherence to training and security requirements while contributing to company KPIs and product knowledge growth.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for many clients.
• Must have or be able to obtain state licenses, PTIN, and be willing to work minimum 20 hours per week.
• Willingness to work remotely and possess a hardwired internet connection meeting security criteria.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Video calls

English/Spanish

Education

CPA/EA/Attorney credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional with active credentials to help TurboTax customers complete returns and understand tax concepts via video interactions. You will guide users through tax preparation, provide expert advice, and document interactions to ensure accuracy and compliance.

The role emphasizes remote, customer-facing support, strong communication, and adherence to training and security requirements while contributing to company KPIs and product knowledge growth.