Remote Tax Expert: CPA/EA Pro for TurboTax

Intuit, Inc.; Chapel Hill (NC); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform return preparation, and explain tax terminology clearly to customers.

The role emphasizes excellent communication, adherence to training, and the use of government resources to deliver accurate answers. Experience with TurboTax software and a hardwired internet connection is required.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for multiple clients per season.
• Must have PTIN and be willing to obtain state licenses as needed.
• Ability to work minimum 20 hours per week and use video/audio tools.

Responsibilities

• Virtual, customer-facing role using video communications.
• Provide tax advice, full service return preparation, and product support.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Use government resources and team knowledge to deliver correct answers.
• Document interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, projects, and experience validations.

Skills

Unrestricted credential

Tax preparation experience

Customer service

Video/phone interaction

Technology proficiency

PTIN holder

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform return preparation, and explain tax terminology clearly to customers.

The role emphasizes excellent communication, adherence to training, and the use of government resources to deliver accurate answers. Experience with TurboTax software and a hardwired internet connection is required.