Remote Tax Pro: CPA/EA/Attorney

Jobtome; Springfield Township (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a highly capable tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms via a virtual, customer-facing platform. You will use state‑of‑the‑art video tools to assist clients in completing federal and state returns, providing advice and software support.

The role emphasizes delivering confident, empathetic customer service, leveraging resources and government sites, and adhering to compliance standards.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality interactions with deep customer empathy and tax knowledge.
• Use government sites and resources to deliver the right answer in everyday language.
• Apply company procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential (CPA/EA

Excellent communication skills

Customer service

Video/online interaction

Tools

Commercial tax preparation software

Job description

Intuit is seeking a highly capable tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms via a virtual, customer-facing platform. You will use state‑of‑the‑art video tools to assist clients in completing federal and state returns, providing advice and software support.

The role emphasizes delivering confident, empathetic customer service, leveraging resources and government sites, and adhering to compliance standards.