Remote Tax Expert (CPA/EA) — TurboTax Pro

Intuit, Inc.; Greer (SC); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly skilled tax professional with an active unrestricted credential to assist customers completing their taxes via TurboTax. This virtual, customer-facing role focuses on expert guidance, accurate return preparation, and clear explanations of tax concepts.

You will interact through video, respond to inquiries, prepare and sign federal/state returns, and document interactions while meeting performance KPIs and participating in training as required.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• Must have PTIN and state licenses or be able to obtain them.
• Willing to work minimum 20 hours per week and reside in the U.S.
• Strong communication and ability to explain tax concepts clearly.
• Video/remote interactions proficiency and reliable hardwired internet.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, projects, and capability development as required.

Skills

Active unrestricted credential

Tax preparation

Customer service

Video interactions

Bilingual English/Spanish

PTIN

Circular 230 knowledge

Tech proficiency

Remote work readiness

Tools

TurboTax

Job description

Intuit, Inc. seeks a highly skilled tax professional with an active unrestricted credential to assist customers completing their taxes via TurboTax. This virtual, customer-facing role focuses on expert guidance, accurate return preparation, and clear explanations of tax concepts.

You will interact through video, respond to inquiries, prepare and sign federal/state returns, and document interactions while meeting performance KPIs and participating in training as required.