Remote Tax Expert (CPA/EA) TurboTax Specialist

Intuit, Inc.; Lafayette (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a driven tax professional to assist customers remotely with Federal and state 1040 returns using TurboTax products. You will provide expert tax guidance, prepare returns, and explain tax terms in everyday language.

The role emphasizes delivering confident customer experiences through video interactions, leveraging government resources, and adhering to regulatory guidelines. Prior tax prep experience and a valid credential are required.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax prep experience.
• 2+ years preparing federal/state 1040 returns for ≥30 clients per season using commercial software.
• Must have or obtain relevant state licenses/certificates/bonds.
• Active PTIN required.
• Willingness to work ≥20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Wired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service preparation and signature, product inquiries, and tax calculations.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government sites, resources, and team knowledge to provide accurate answers in plain language.
• Follow defined procedures and policies to resolve tax advice and preparation inquiries.
• Document customer interactions and progress.
• Meet company KPI metrics and Big Bet Goals; participate in pilots and validations.
• Complete required training and development as needed.

Skills

Tax preparation

Customer service

Communication

Critical thinking

Video interaction

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a driven tax professional to assist customers remotely with Federal and state 1040 returns using TurboTax products. You will provide expert tax guidance, prepare returns, and explain tax terms in everyday language.

The role emphasizes delivering confident customer experiences through video interactions, leveraging government resources, and adhering to regulatory guidelines. Prior tax prep experience and a valid credential are required.