Remote Tax Pro (CPA/EA/Attorney) — Expert Guidance

Intuit, Inc.; Huntington Beach (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a skilled tax professional to help customers complete their federal and state 1040 returns through TurboTax, delivering expert guidance and clear explanations. This virtual role emphasizes high-quality customer interactions via video.

You will leverage government resources and our software tools to resolve inquiries and ensure accurate tax outcomes. Responsibilities include tax advice, full-service return preparation and signature, and tracking interactions to support KPI

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for ≥30 clients/season using commercial tax software.
• State licenses/permits required or obtainable.
• PTIN required.
• Available to work ≥20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Willing to have a dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Provide tax advice, answer product questions, and perform tax calculations.
• Document customer interactions and follow defined procedures and policies.
• Help meet KPIs and participate in training and pilot projects as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Commercial tax software

Smartlook

Job description

Intuit, Inc. seeks a skilled tax professional to help customers complete their federal and state 1040 returns through TurboTax, delivering expert guidance and clear explanations. This virtual role emphasizes high-quality customer interactions via video.

You will leverage government resources and our software tools to resolve inquiries and ensure accurate tax outcomes. Responsibilities include tax advice, full-service return preparation and signature, and tracking interactions to support KPI