Remote Tax Pro: CPA/EA/Attorney Expert

Intuit, Inc.; Holly Springs (NC); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Bonus eligible

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will deliver high-quality support, complete returns, and educate users to empower them to file accurately.

Requirements include an active unrestricted credential (EA/CPA/Practicing Attorney), 2+ years of 1040 experience, PTIN, and state licenses. Training and compliance programs are provided, with a flexible 20+ hour weekly schedule.

Qualifications

• Must hold active unrestricted credential (EA/CPA/Practicing Attorney) with tax prep experience.
• 2+ years of federal/state individual 1040 tax returns experience for at least 30 clients/season.
• Must have or obtain State licenses/certificates and PTIN.
• Willing to work minimum 20 hours/week.
• Proficient with tax software and basic computer operations.
• Bilingual English/Spanish a plus, remote-ready.

Responsibilities

• Interact with customers virtually using video software.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document interactions and meet KPI metrics.
• Participate in trainings, projects, and validations as needed.

Skills

Customer service

Verbal and written communication

Critical thinking and problem solving

Fast-paced work

Education

Active credential: EA/CPA/Practicing Attorney

PTIN

State licenses/certificates

Tools

Video/phone customer interactions (Smartlook)

Commercial tax software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will deliver high-quality support, complete returns, and educate users to empower them to file accurately.

Requirements include an active unrestricted credential (EA/CPA/Practicing Attorney), 2+ years of 1040 experience, PTIN, and state licenses. Training and compliance programs are provided, with a flexible 20+ hour weekly schedule.