Remote Tax Pro & Advisor (CPA/EA) - TurboTax Expert

Intuit, Inc.

San Diego (CA)

Remote

USD 40,000 - 51,000

Part time

40 hours ago
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Benefits offered by this job

Cash bonus
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Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax filings in a virtual, customer-facing role. You will use video communications to guide clients through tax preparation, explain tax terms, and deliver accurate results.

The position emphasizes strong communication, extensive tax knowledge, and adherence to company procedures while meeting KPI targets. The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of 1040 prep experience, and the

Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation knowledge.
  • 2+ years of federal/state 1040 preparation for at least 30 clients per season using commercial software.
  • Willing to work a minimum of 20 hours per week and hold any required licenses/permits.

Responsibilities

  • Interact with customers virtually using video software.
  • Provide tax advice, full-service return prep and signature, and product inquiries.
  • Explain tax terms and calculations in everyday language and document interactions.
  • Follow procedures to troubleshoot tax advice and prep inquiries.
  • Meet KPI metrics and participate in training/work projects.

Skills

Tax knowledge
Customer service
Communication
Video/Audio interaction

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax
Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax filings in a virtual, customer-facing role. You will use video communications to guide clients through tax preparation, explain tax terms, and deliver accurate results.

The position emphasizes strong communication, extensive tax knowledge, and adherence to company procedures while meeting KPI targets. The role requires an active CPA/EA/Practicing Attorney credential, 2+ years of 1040 prep experience, and the

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