Remote Tax Expert (CPA/EA) - Prep & Guidance

Intuit, Inc.; Salt Lake City (UT); Remote; USD 37,000 - 48,000; Part time

Job summary

Intuit, Inc. seeks a qualified tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delighting customers and promoting the brand.

The role is virtual, requiring strong communication, credentialed tax expertise, and ability to work at least 20 hours per week with reliable internet access.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 return experience for 30+ clients per season.
• Must have or obtain state licenses, PTIN, and be willing to work at least 20 hours per week.
• Proficient with technology and online tax software; strong communication skills.

Responsibilities

• Assist TurboTax customers via virtual/video communications to prepare returns.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document interactions and meet KPI metrics; participate in training and pilots.

Skills

Active tax credentials

Customer service

Video/remote interaction

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a qualified tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delighting customers and promoting the brand.

The role is virtual, requiring strong communication, credentialed tax expertise, and ability to work at least 20 hours per week with reliable internet access.