Remote Tax Expert (CPA/EA) - Full-Service Prep

Intuit, Inc.; Columbia Township (MO); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax return preparation, and explanations of tax terms through a virtual, customer-facing platform.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), experience preparing federal and state returns, and strong communication skills. Remote work is available with extensive training and performance-based incentives.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service and communication skills.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their returns with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions and experiences with deep knowledge and empathy in tax preparation.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.
• Complete required training and development as determined by the business.

Skills

Active credential

CPA/EA/Attorney

Tax preparation

Video support

Bilingual English/Spanish

Remote work

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax return preparation, and explanations of tax terms through a virtual, customer-facing platform.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), experience preparing federal and state returns, and strong communication skills. Remote work is available with extensive training and performance-based incentives.