Remote Tax Pro — CPA/EA Expert for TurboTax Help

Intuit, Inc.

Broomfield (CO)

Remote

USD 37,000 - 48,000

Full time

8 hours ago

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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full-service returns, and answer complex questions using secure, video-enabled tools.

You will explain tax terms clearly and help customers complete their returns efficiently. The role requires an active credential (CPA/EA/Practicing Attorney) and at least 2 years of seasonal tax prep experience for US federal/state returns.

Qualifications

Active unrestricted credential: EA, CPA or licensed attorney with tax preparation experience.
2+ years of federal and state individual 1040 returns for at least 30 clients per season using commercial software.
Must possess or obtain state licenses, PTIN, and be willing to work at least 20 hours per week.
Working knowledge of Circular 230 and solid tech proficiency.

Responsibilities

This is a virtual, customer-facing role using video communications to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Create high quality interactions with deep customer empathy and tax knowledge.
Utilize government sites and resources to deliver accurate answers in plain language.
Document customer interactions and meet KPI metrics and program goals.
Participate in pilot tests, projects, and trainings as required.