Remote Tax Pro: CPA/EA Expert for TurboTax

Intuit, Inc.; Los Gatos (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing federal and state returns. This remote role emphasizes expert guidance, clear explanations of tax terms, and high-quality customer interactions.

You will use secure video tools to support customers and ensure accurate, timely tax filing. You will complete required trainings and contribute to KPI targets while serving a diverse client base across the United States.

Qualifications

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

Responsibilities

• This is a virtual, customer-facing role with video interactions.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Refer to official resources to deliver accurate answers in plain language.
• Document customer interactions and maintain KPI focus; participate in pilots and training as required.

Skills

Active unrestricted credential

Tax preparation experience

Strong communication

Proficient with technology

Bilingual English/Spanish a plus

Education

Licenses/certificates (state)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing federal and state returns. This remote role emphasizes expert guidance, clear explanations of tax terms, and high-quality customer interactions.

You will use secure video tools to support customers and ensure accurate, timely tax filing. You will complete required trainings and contribute to KPI targets while serving a diverse client base across the United States.