Remote Tax Pro: CPA/EA Advisor & TurboTax Expert

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

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state tax returns. The role emphasizes expert tax guidance, clear explanations of terms, and a strong focus on customer satisfaction to support Intuit’s mission.

You will interact with customers via video, use authoritative resources, and contribute to a responsive, compliant, and high-quality service experience while meeting KPI targets and training requirements.

Qualifications

• Active, unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• Willingness to obtain state licenses/permits and have PTIN; knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns: advice, full-service prep, and product inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Leverage government resources and team expertise to deliver accurate answers in plain language.
• Participate in training, pilots, and projects as required.

Skills

Unrestricted credential knowledge

Tax preparation experience

Video/online communication

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state tax returns. The role emphasizes expert tax guidance, clear explanations of terms, and a strong focus on customer satisfaction to support Intuit’s mission.

You will interact with customers via video, use authoritative resources, and contribute to a responsive, compliant, and high-quality service experience while meeting KPI targets and training requirements.