Remote Tax Pro - CPA/EA/Attorney Expert Advisor

Intuit, Inc.; Monroe (MI); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their federal and state tax returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts in clear language using our video tools.

The role requires active CPA/EA/Practicing Attorney credentials, 2+ years of experience, and the ability to meet training and security requirements. Strong communication and customer empathy are essential for success.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• Two or more years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must have or be able to obtain related state licenses, permits, or bonds; PTIN required.

Responsibilities

• Assist TurboTax customers in tax returns, provide tax advice and explanations.
• Perform full service return preparation and signature when needed.
• Resolve product/software inquiries and perform tax calculations using available resources.
• Document customer interactions and meet KPI metrics and project goals.
• Complete required training and development as directed by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Fast-paced environment

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their federal and state tax returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts in clear language using our video tools.

The role requires active CPA/EA/Practicing Attorney credentials, 2+ years of experience, and the ability to meet training and security requirements. Strong communication and customer empathy are essential for success.