Remote Tax Expert (CPA/EA) — TurboTax Guidance

Intuit, Inc.; Lansing (MI); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. This role emphasizes high-quality customer interactions and the ability to communicate clearly in English (and Spanish as a plus).

You will use video tools to assist clients, perform federal and state return preparation, and ensure compliance with tax laws while meeting performance metrics in a fast-paced environment.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years federal/state 1040 prep for 30+ clients per season using tax software.
• State licenses/permits/bonds where required; PTIN active.
• Willing to work a minimum of 20 hours per week; strong video communication skills.

Responsibilities

• Interact with customers via video using our state-of-the-art software.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Explain tax terms in everyday language and document interactions.
• Troubleshoot per defined practices and company policies.
• Meet KPIs, participate in pilots, and complete required training.

Skills

Tax knowledge

Customer service

Communication

Video interactions

Tech proficiency

Bilingual EN/ES

Remote work readiness

Tools

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. This role emphasizes high-quality customer interactions and the ability to communicate clearly in English (and Spanish as a plus).

You will use video tools to assist clients, perform federal and state return preparation, and ensure compliance with tax laws while meeting performance metrics in a fast-paced environment.