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

Intuit, Inc.; Woodstock (IL); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through federal and state returns in a virtual environment from Illinois.

You will provide expert tax advice, perform full-service return preparation, and explain complex terms in plain language, ensuring accurate filing and customer satisfaction. The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of recent Form 1040 experience for numerous clients per season, and PTIN.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney required.
• 2+ years of recent federal/state Form 1040 experience for 30+ clients per season using commercial tax software.
• State licenses/permits/bonds may be required; must have PTIN.

Responsibilities

• Assist customers via virtual video interface to complete taxes.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and use government and professional resources to answer inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Verbal communication

Problem solving

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through federal and state returns in a virtual environment from Illinois.

You will provide expert tax advice, perform full-service return preparation, and explain complex terms in plain language, ensuring accurate filing and customer satisfaction. The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of recent Form 1040 experience for numerous clients per season, and PTIN.