Remote Tax Pro (CPA/EA) — Expert Returns

Intuit, Inc.; Carlsbad (CA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns remotely.

You will provide expert guidance, perform full service tax preparation with signatures, and explain tax terms in everyday language. This virtual role leverages video interactions to build trust, resolve inquiries, and document interactions while meeting KPI targets.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must have PTIN and be able to obtain state licenses if required.

Responsibilities

• Provide tax guidance and explanations to customers.
• Perform full service tax return preparation and signature.
• Interact with customers via video and document interactions.
• Meet KPI metrics and participate in training and policy adoption.

Skills

Tax knowledge

Communication skills

Video interactions

Education

Enrolled Agent

Certified Public Accountant

Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns remotely.

You will provide expert guidance, perform full service tax preparation with signatures, and explain tax terms in everyday language. This virtual role leverages video interactions to build trust, resolve inquiries, and document interactions while meeting KPI targets.