Remote Tax Pro — CPA/EA Expert Advisor

Intuit, Inc.; Santa Maria (CA); Remote; USD 34,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

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

You will help clients complete federal and state returns, addressing product questions and calculations while maintaining high customer satisfaction and adhering to policy and training requirements. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work at least 20 hours weekly

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns experience for at least 30 clients per season.
• Must have or be able to obtain related state licenses/certificates/permits.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilot tests, and projects as needed.

Skills

CPA/EA/Attorney credential

Excellent communication

Tax preparation experience

Video support software

Job description

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

You will help clients complete federal and state returns, addressing product questions and calculations while maintaining high customer satisfaction and adhering to policy and training requirements. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work at least 20 hours weekly