Remote Tax Expert (Credentialed CPA/EA/Attorney)

Intuit, Inc.; Wilmington (NC); Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States seeks a remote TurboTax tax expert with active credentials (CPA/EA/Practicing Attorney) and strong tax knowledge. You will assist customers with tax returns, provide advice, and use our video tools to deliver precise guidance.

This role requires at least 2 years of 1040 experience, PTIN, and ability to work 20+ hours weekly. Bilingual English/Spanish is a plus; secure, hardwired internet is required.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available 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 – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and extensive tax knowledge.
• Leverage government websites and professional resources to deliver accurate answers in everyday language.
• Apply defined procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions clearly.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

CPA/EA/Att

1040 prep

PTIN

20+ hrs/wk

Circular 230

Tech proficient

Customer service

Verbal & written comms

Critical thinking

Fast-paced

Hardwired internet

Bilingual En/Es a +

US resident

Tools

Tax software

Job description

Intuit, Inc. in the United States seeks a remote TurboTax tax expert with active credentials (CPA/EA/Practicing Attorney) and strong tax knowledge. You will assist customers with tax returns, provide advice, and use our video tools to deliver precise guidance.

This role requires at least 2 years of 1040 experience, PTIN, and ability to work 20+ hours weekly. Bilingual English/Spanish is a plus; secure, hardwired internet is required.