Remote Tax Expert (CPA/EA) — Prep & Advisory

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional with an active credential to assist customers remotely in completing federal and state returns using TurboTax.

You will guide customers via video, explain tax concepts, and ensure accurate, timely filings while upholding the company’s commitment to customer delight. Ideal candidates hold a CPA/EA or practicing attorney credential, have 2+ seasons of return prep, possess a PTIN, and reside in the United States.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ seasons of federal/state 1040 return prep for multiple clients.
• Active PTIN and ability to obtain state licenses.
• Must reside in the United States and have a hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Help TurboTax customers with tax returns: provide tax advice, full-service prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Utilize government sites and professional resources to deliver accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve inquiries; document interactions.
• Contribute to KPIs and participate in pilots and training as required.

Skills

Active unrestricted credential (CPA/EA

2+ years tax return prep

PTIN active

Bilingual (English/Spanish) a plus

Strong customer service skills

Excellent verbal and written skills

Fast-paced environment

Dedicated hardwired internet

US residency

Job description

Intuit, Inc. is seeking a qualified tax professional with an active credential to assist customers remotely in completing federal and state returns using TurboTax.

You will guide customers via video, explain tax concepts, and ensure accurate, timely filings while upholding the company’s commitment to customer delight. Ideal candidates hold a CPA/EA or practicing attorney credential, have 2+ seasons of return prep, possess a PTIN, and reside in the United States.