Remote Tax Expert — CPA/EA for TurboTax Guidance

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing federal and state returns and providing expert guidance. The role emphasizes clear explanations of tax terms, strong customer service, and use of our video tools to interact with clients remotely.

The ideal candidate holds an active CPA/EA/Attorney credential, has 2+ years of 1040 experience, and can work at least 20 hours weekly. Familiarity with Circular 230 and TurboTax software is preferred.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using commercial tax software.
• State licenses/certificates/permits/bonds (as required).
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools; professional and confident communication.
• Excellent verbal and written communication skills.
• Willing to obtain required dedicated hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and adhere to company procedures.
• Meet KPI metrics and participate in pilots and projects.

Skills

Tax preparation expertise

Strong tax law knowledge

Customer service

Video communication

Bilingual English/Spanish (a plus)

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in completing federal and state returns and providing expert guidance. The role emphasizes clear explanations of tax terms, strong customer service, and use of our video tools to interact with clients remotely.

The ideal candidate holds an active CPA/EA/Attorney credential, has 2+ years of 1040 experience, and can work at least 20 hours weekly. Familiarity with Circular 230 and TurboTax software is preferred.