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

Intuit, Inc.; Springfield (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking experts with active unrestricted credentials (CPA/EA or practicing attorney) to help customers complete their federal and state tax returns using TurboTax products.

The role is virtual, focusing on delivering accurate tax guidance, full-service preparation, and clear explanations of tax terms to empower customers to complete their taxes confidently. Ideal candidates have 2+ years of preparation experience, a PTIN, state licenses, and a strong ability to communicate

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must hold or obtain state licenses/certifications and PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and related tax regulations.
• Strong customer service and communication skills (verbal and written).
• Proficient with computers/technology; able to troubleshoot.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and assist with tax calculations.
• Document interactions and contribute to KPI metrics and big bets goals.
• Participate in training, pilots, and cross-training as needed.

Skills

Tax prep experience

Communication skills

Bilingual English/Spanish

Critical thinking

Tech proficiency

Job description

Intuit, Inc. is seeking experts with active unrestricted credentials (CPA/EA or practicing attorney) to help customers complete their federal and state tax returns using TurboTax products.

The role is virtual, focusing on delivering accurate tax guidance, full-service preparation, and clear explanations of tax terms to empower customers to complete their taxes confidently. Ideal candidates have 2+ years of preparation experience, a PTIN, state licenses, and a strong ability to communicate