Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; New York (NY); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and clear explanations of tax terms.

You will deliver high-quality customer interactions and participate in training while supporting customers’ returns and product questions. Must hold an active CPA/EA/Practicing Attorney credential, have 2+ years of 1040 experience for many clients, and be eligible to work in the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state 1040 prep experience for ≥30 clients per season using commercial tax software.
• Must possess or obtain relevant State licenses/certs/permits/bonds; active PTIN.
• Willing to work a minimum of 20 hours per week.
• Familiarity with Circular 230; strong tech skills; proficient with computers.

Responsibilities

• Interact with customers virtually using video tools to provide tax guidance and support.
• Assist TurboTax customers with tax returns, including full service preparation and signatures.
• Answer product and software questions; perform tax calculations and ensure accuracy.
• Document customer interactions and maintain high quality customer experiences.
• Work toward KPI metrics and participate in training and pilots as needed.
• Maintain professional, clear communication in English (bilingual English/Spanish a plus).

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Tools

TurboTax

Tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and clear explanations of tax terms.

You will deliver high-quality customer interactions and participate in training while supporting customers’ returns and product questions. Must hold an active CPA/EA/Practicing Attorney credential, have 2+ years of 1040 experience for many clients, and be eligible to work in the United States.