Remote Tax Pro (CPA/EA) — Expert Guidance & Returns

Intuit, Inc.; Lancaster (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert advice, and explain tax and software concepts clearly via video interactions.

The role emphasizes customer empathy, accuracy, and compliance with regulatory guidelines. The position requires an active CPA/EA or Practicing Attorney credential and 2+ years of return experience.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state individual 1040 preparation for multiple clients per season.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signing, product inquiries, and tax calculations.
• Create high quality interactions using deep tax knowledge and empathy to instill confidence.
• Reference government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot testing and training as required.

Skills

Tax knowledge

Video communication

Customer service

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert advice, and explain tax and software concepts clearly via video interactions.

The role emphasizes customer empathy, accuracy, and compliance with regulatory guidelines. The position requires an active CPA/EA or Practicing Attorney credential and 2+ years of return experience.