Remote Tax Pro (CPA/EA) — Expert Returns

Intuit, Inc.; Eugene (OR); Remote; USD 33,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Specialist to assist TurboTax customers with preparing and reviewing returns, offering expert tax guidance and explanations through video interactions.

Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state return experience for 30+ clients per season, plus a PTIN. Remote, nationwide opportunities available.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years federal/state 1040 returns for ≥30 clients per season using commercial software.
• State licenses, certificates, permits, or bonds as required.
• PTIN active.
• Willing to work ≥20 hours/week.
• Working knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep, and product inquiries.
• Create high quality interactions with empathy and deep tax knowledge.
• Use government sites and resources to provide accurate answers in everyday language.
• Apply defined procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and follow up as needed.
• Meet KPIs and Big Bet Goals; participate in pilots and trainings.

Skills

Tax preparation

Customer service

Video/phone interactions

Bilingual English/Spanish

Education

Active unrestricted credential (EA/CPA/Attorney)

Job description

Intuit, Inc. is seeking a virtual Tax Specialist to assist TurboTax customers with preparing and reviewing returns, offering expert tax guidance and explanations through video interactions.

Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state return experience for 30+ clients per season, plus a PTIN. Remote, nationwide opportunities available.