Remote Tax Pro - CPA/EA Expert for TurboTax Help

Intuit, Inc.; Grand Rapids (MI); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits package

Remote role

Job summary

Intuit, Inc. is seeking tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and explain tax terms in plain language. The role emphasizes customer empathy and accuracy while meeting performance goals.

Requirements include active credentials (CPA/EA/Attorneys) and 2+ years of federal/state 1040 experience with 30 clients per season. A PTIN and state licenses are needed; work 20+ hrs/week. Bilingual English/Spanish a plus.

Qualifications

• Active unrestricted credential required: CPA, EA, or Practicing Attorney with strong tax knowledge.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and complete full-service returns and signatures.
• Answer product/software questions and perform tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to find accurate answers for customers.
• Follow defined procedures to troubleshoot tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in required training and professional development.

Skills

Tax knowledge

Customer service

Verbal communication

Written communication

Problem solving

Digital literacy

Bilingual English/Spanish

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Tools

Smartlook

Job description

Intuit, Inc. is seeking tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and explain tax terms in plain language. The role emphasizes customer empathy and accuracy while meeting performance goals.

Requirements include active credentials (CPA/EA/Attorneys) and 2+ years of federal/state 1040 experience with 30 clients per season. A PTIN and state licenses are needed; work 20+ hrs/week. Bilingual English/Spanish a plus.