Remote Tax Pro: CPA/EA/Attorney Expert

Intuit, Inc.; New London (CT); Remote; USD 34,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You bring active credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and excellent communication to deliver accurate guidance and friendly support.

You will assist with federal and state returns, provide product explanations, and ensure compliance and customer satisfaction while meeting performance metrics in a fast-paced, virtual setting.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and verbal/written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service preparation, product inquiries, tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government sites, resources, and team expertise to provide accurate answers in everyday language.
• Apply company policies and defined practices to resolve inquiries.
• Document customer interactions and maintain records.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Video calls

Customer support

Tax preparation

Circular 230

PTIN knowledge

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You bring active credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and excellent communication to deliver accurate guidance and friendly support.

You will assist with federal and state returns, provide product explanations, and ensure compliance and customer satisfaction while meeting performance metrics in a fast-paced, virtual setting.