Remote Tax Expert for CPA/EA/Attorney Support

Intuit, Inc.

Bluffton (SC)

Remote

USD 34,000 - 51,000

Part time

14 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in preparing federal and state returns.

This virtual, customer-facing role uses video tools to deliver expert guidance, tax preparation, and clear explanations of tax terms, helping customers complete their taxes accurately. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have tax prep experience, and reside in the United States.

Qualifications

  • Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
  • 2+ years of federal and state 1040 returns for 30+ clients per season using commercial tax software.
  • State licenses/permits/bonds and PTIN; willing to obtain as needed.
  • Willing to work a minimum of 20 hours per week; knowledge of Circular 230.
  • Proficient with technology; strong verbal and written communication; customer-focused.

Responsibilities

  • Interact with customers via video using our tax software tools.
  • Provide tax advice, full-service return prep, and signature.
  • Explain tax and technical terms in everyday language to customers.
  • Document customer interactions and maintain accurate notes.
  • Meet KPI metrics and participate in pilots, trainings, and compliance activities.

Skills

Customer service
Communication
Bilingual English/Spanish
Video/phone interactions

Education

CPA credential
EA credential
Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in preparing federal and state returns.

This virtual, customer-facing role uses video tools to deliver expert guidance, tax preparation, and clear explanations of tax terms, helping customers complete their taxes accurately. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have tax prep experience, and reside in the United States.

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