Remote Tax Expert (CPA/EA) for TurboTax Help

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, provide expert guidance, and explain tax terms in simple language. This remote role emphasizes delivering accurate tax support and building customer trust.

The position involves full-service return preparation, tax calculations, and responding to product inquiries via video interaction, while meeting KPI targets and completing required trainings.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years experience preparing federal and state 1040 returns for many clients per season.

Responsibilities

• Assist TurboTax customers with tax returns and provide tax guidance.
• Perform full-service return preparation and signature where required.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and adhere to procedures.
• Meet KPI metrics and participate in trainings and pilot projects.

Skills

Customer service

Verbal communication

Written communication

Video/conferencing tools

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Video communication software (Smartlook)

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, provide expert guidance, and explain tax terms in simple language. This remote role emphasizes delivering accurate tax support and building customer trust.

The position involves full-service return preparation, tax calculations, and responding to product inquiries via video interaction, while meeting KPI targets and completing required trainings.