Remote Tax Pro: CPA/EA/Attorney for TurboTax

Intuit, Inc.; Savannah (GA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of terms via video interactions.

In this remote role, you’ll deliver accurate, compliant returns, answer product questions, and ensure customer confidence while supporting KPI targets and participating in ongoing training and program pilots. Requirements include active CPA/EA/Attorneys credential, 2+ years’ federal/state 1040 experience, PTIN, and US

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• State licenses, certificates, permits, or bonds may be required.
• Must have PTIN.
• Willing to work minimum 20 hours per week.
• Reside in the United States.
• Dedicated hardwired internet connection meeting Intuit security criteria.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with deep empathy and expertise in tax preparation.
• Utilize government sites and professional resources to deliver correct answers in plain language.
• Apply defined practices and company policies to troubleshoot inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.
• Complete required training and development, including compliance trainings and cross-training.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Strong communication

Tools

TurboTax

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of terms via video interactions.

In this remote role, you’ll deliver accurate, compliant returns, answer product questions, and ensure customer confidence while supporting KPI targets and participating in ongoing training and program pilots. Requirements include active CPA/EA/Attorneys credential, 2+ years’ federal/state 1040 experience, PTIN, and US