Remote Tax Pro (CPA/EA) — Expert Guidance

Intuit, Inc.

Palos Heights (IL)

Remote

USD 37,000 - 48,000

Full time

11 hours ago
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Job summary

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers with tax preparation, expert guidance, and explanations of tax terms.

This virtual, customer-facing role emphasizes accuracy, empathy, and clear communication to help clients complete their tax returns. The position requires valid credentials (EA/CPA/Practicing Attorney), 2+ years of 1040 prep experience for 30+ clients per season, and a willingness to train and support customers through complex tax questions.

Qualifications

  • Active unrestricted credential required (EA/CPA/Practicing Attorney).
  • 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
  • State licenses/permits/bonds as applicable.
  • Active PTIN required.
  • Willingness to work minimum 20 hours/week.
  • Knowledge of Circular 230.
  • Proficiency with computers and software.

Responsibilities

  • Virtual, customer-facing role using video software to interact with customers.
  • Provide tax advice and full-service return preparation with signatures.
  • Answer tax- and product-related inquiries in clear, everyday language.
  • Document interactions and work toward KPI/BIG BET goals.
  • Participate in training, testing, and cross-training as needed.

Skills

Customer service
Verbal communication
Written communication
Critical thinking
Problem solving
Research skills
Fast-paced environment

Education

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing Attorney

Tools

Commercial tax software
TurboTax product knowledge

Job description

Intuit, Inc. is seeking experienced tax professionals to assist TurboTax customers with tax preparation, expert guidance, and explanations of tax terms.

This virtual, customer-facing role emphasizes accuracy, empathy, and clear communication to help clients complete their tax returns. The position requires valid credentials (EA/CPA/Practicing Attorney), 2+ years of 1040 prep experience for 30+ clients per season, and a willingness to train and support customers through complex tax questions.

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