Remote Tax Expert (CPA/EA) — TurboTax Guidance

Intuit, Inc.; Panama City (FL); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role is virtual and customer-facing, focusing on delivering confident, high-quality assistance and ensuring a smooth experience for filers. You will work to advance the company's goal of powering prosperity worldwide, leveraging government sites and team expertise to provide accurate answers while maintaining brand trust and customer

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Must have PTIN and state licenses or be able to obtain them.
• Willing to work minimum 20 hours per week; strong knowledge of tax laws.
• Circular 230 knowledge and proficient computer skills.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Work in a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and strive to meet KPI metrics and program goals.
• Participate in training, pilots, and special projects as required.
• Communicate complex tax concepts in everyday language and work with government resources.

Skills

CPA

EA (Enrolled Agent)

Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role is virtual and customer-facing, focusing on delivering confident, high-quality assistance and ensuring a smooth experience for filers. You will work to advance the company's goal of powering prosperity worldwide, leveraging government sites and team expertise to provide accurate answers while maintaining brand trust and customer