Remote Tax Pro: CPA/EA/Attorney

Intuit, Inc.; Traverse City (MI); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely in the United States. You will guide tax preparation, provide explanations of tax terms, and help ensure compliant returns.

The role is virtual, requires a minimum of 20 hours per week, and offers a competitive base pay by state, plus potential bonus and equity as part of benefits.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• State licenses/certs/permits/bonds and PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and strong customer service, communication, and problem-solving skills.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and professional resources to deliver accurate answers.
• Apply defined procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and strive toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Skills

Active credential

Tax preparation experience

Customer service

Communication skills

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely in the United States. You will guide tax preparation, provide explanations of tax terms, and help ensure compliant returns.

The role is virtual, requires a minimum of 20 hours per week, and offers a competitive base pay by state, plus potential bonus and equity as part of benefits.