Remote Tax Pro — CPA/EA Expert Prep

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

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers virtually with tax preparation, advice, and explanations of tax terms. You will guide customers toward accurate returns while delivering confident, friendly service through video interactions.

The role requires active credentials (CPA/EA/Attorney) and 20+ hours weekly availability. Strong knowledge of tax laws and US residency are essential; Spanish bilingual is a plus.

Qualifications

• Active, unrestricted credential required (CPA/EA/Practicing Attorney) with tax preparation experience.
• Experience preparing federal and state 1040 returns for 30+ clients per season.
• Possess or be able to obtain state licenses, PTIN, and related permits.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong communication skills for video/audio interactions.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Create high-quality customer interactions with empathy and tax expertise.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and training as needed.
• Complete required training including compliance and cross-training.

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Problem solving

Attention to detail

Fast-paced work

Research skills

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers virtually with tax preparation, advice, and explanations of tax terms. You will guide customers toward accurate returns while delivering confident, friendly service through video interactions.

The role requires active credentials (CPA/EA/Attorney) and 20+ hours weekly availability. Strong knowledge of tax laws and US residency are essential; Spanish bilingual is a plus.