Remote Tax Expert - CPA/EA with TurboTax Mastery

Intuit, Inc.; Monroe (LA); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a virtual tax advisor to assist TurboTax customers with tax preparation and expert guidance. You will explain complex tax terms and provide confident, accurate support via video interactions, ensuring a positive customer experience.

The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of federal/state 1040 prep, and strong communication skills. Remote work with training and KPI-driven goals. Bilingual English/Spanish a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state personal 1040 tax return prep for 30+ clients per season.
• Must possess/state licenses or be able to obtain relevant licenses or bonds.
• Must have PTIN.
• Willing to work at least 20 hours per week.
• Proficient with technology and tax software.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide expert tax guidance and full service return preparation and signature.
• Explain tax terms and duties clearly to customers using TurboTax products.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and escalate when needed.
• Meet KPI metrics and participate in training, pilots, and validations.

Skills

Active unrestricted credential

Tax preparation experience

Excellent communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney license

Tools

TurboTax software

Job description

Intuit, Inc. seeks a virtual tax advisor to assist TurboTax customers with tax preparation and expert guidance. You will explain complex tax terms and provide confident, accurate support via video interactions, ensuring a positive customer experience.

The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of federal/state 1040 prep, and strong communication skills. Remote work with training and KPI-driven goals. Bilingual English/Spanish a plus.