Remote Tax Pro (CPA/EA/Attorney) - TurboTax Expert

Intuit, Inc.; Bloomington (IL); Remote; USD 37,000 - 47,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns remotely.

You will provide expert tax guidance, complete full-service returns when needed, and explain tax concepts in everyday language using our video platform. The role requires an active credential (CPA/EA/Practicing Attorney), strong communication, and the ability to handle multiple returns per season.

Qualifications

• Active unrestricted credential (EA/CPA/Practicing Attorney) required.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must have/obtain PTIN.
• Willing to work minimum 20 hours per week.
• Based in the United States, with residency confirmed.

Responsibilities

• This is a virtual, customer-facing role; you'll use our video software to interact with customers.
• Assist TurboTax customers with tax returns, including guidance, preparation, and signatures.
• Create high quality customer interactions using empathy and tax expertise.
• Use government websites and professional resources to find accurate answers for customers.
• Follow defined processes and company policies to resolve inquiries.
• Document customer interactions and outcomes.
• Meet KPI metrics and participate in pilots and validations as needed.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Video/telecommunications

Bilingual English/Spanish

Communication

PTIN holder

Education

Active credential: CPA/EA/Attorney

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns remotely.

You will provide expert tax guidance, complete full-service returns when needed, and explain tax concepts in everyday language using our video platform. The role requires an active credential (CPA/EA/Practicing Attorney), strong communication, and the ability to handle multiple returns per season.