Remote Tax Pro: CPA/EA/Attorney

Intuit, Inc.; Panama City (FL); Remote; USD 28,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. You will guide customers, prepare returns, and explain tax concepts clearly, aiming to empower customers to file accurately.

This virtual, customer-facing role uses video tools to interact with clients. You will also document interactions, meet KPI targets, and participate in training and development as required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years federal and state 1040 preparation for at least 30 clients per season.
• Must possess or obtain state licenses, permits, or bonds; PTIN active.
• Willingness to work a minimum of 20 hours per week.
• US residency; bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video/audio using TurboTax ecosystem.
• Provide tax advice, full service return preparation and signature.
• Explain tax concepts in everyday language for customers.
• Document customer interactions and meet KPI targets.

Skills

Tax preparation

Customer service

Verbal & written communication

Problem solving

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. You will guide customers, prepare returns, and explain tax concepts clearly, aiming to empower customers to file accurately.

This virtual, customer-facing role uses video tools to interact with clients. You will also document interactions, meet KPI targets, and participate in training and development as required.