Remote Tax Expert (CPA/EA) — Virtual Returns Specialist

Intuit, Inc.; Macon (GA); Remote; USD 33,000 - 50,000; 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 virtually with tax guidance, software support, and prepared returns.

You will use video tools to engage clients and explain tax concepts clearly, helping them navigate complex tax laws and ensuring accurate filings. Required credentials (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience, with minimum 20 hours/week availability.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your tax knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete all required training and development as determined by the business.

Skills

Tax preparation expertise

Customer service

Remote work

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers virtually with tax guidance, software support, and prepared returns.

You will use video tools to engage clients and explain tax concepts clearly, helping them navigate complex tax laws and ensuring accurate filings. Required credentials (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 prep experience, with minimum 20 hours/week availability.