Remote Tax Pro: CPA/EA/Attorney Expert

Intuit, Inc.; Lancaster (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns. You will provide expert guidance, tax preparation, and explanations of tax terms to customers, using video communications tools.

The role emphasizes delivering confident service and adhering to company procedures while meeting KPI goals. Applicants must hold an active CPA/EA/Attorney credential and be willing to work at least 20 hours per week from the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Attorney with tax prep experience.
• 2+ years of recent federal/state individual 1040 prep for 30+ clients per season with tax software.
• State licenses/permits/bonds as required.
• Active PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computers and software.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Explain tax terms and tax preparation processes clearly.
• Use government websites and resources to deliver accurate answers.
• Document customer interactions and progress toward KPIs.
• Participate in training, projects, and validations as needed.

Skills

Tax preparation

Customer service

Video communications

Bilingual (English/Spanish)

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Video conferencing software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns. You will provide expert guidance, tax preparation, and explanations of tax terms to customers, using video communications tools.

The role emphasizes delivering confident service and adhering to company procedures while meeting KPI goals. Applicants must hold an active CPA/EA/Attorney credential and be willing to work at least 20 hours per week from the United States.