Remote Tax Pro - CPA/EA Expert Guidance

Intuit, Inc.; Towson (MD); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to assist TurboTax customers with federal and state returns.

This remote role emphasizes expert tax guidance, clear explanations of tax terms, and delivering high-quality customer experiences. Responsibilities include using video-based communications, providing tax advice, performing full service return preparation, answering product questions, and ensuring accurate documentation while meeting performance goals.

Qualifications

• Active, unrestricted CPA/EA or practicing attorney license.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• State licenses/certifications and PTIN required.
• Willing to work at least 20 hours/week.
• Must reside in the United States.
• Circular 230 knowledge.
• Proficient with technology and video communication tools.
• Hardwired internet meeting security criteria.

Responsibilities

• Assist TurboTax customers via video interactions to provide tax guidance and full service return preparation.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics and program goals.
• Participate in training, pilot tests, and ongoing up-skilling as required.

Skills

Tax preparation expertise

Customer service

Communication skills

Video/remote interaction

Bilingual English/Spanish

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to assist TurboTax customers with federal and state returns.

This remote role emphasizes expert tax guidance, clear explanations of tax terms, and delivering high-quality customer experiences. Responsibilities include using video-based communications, providing tax advice, performing full service return preparation, answering product questions, and ensuring accurate documentation while meeting performance goals.