Remote Tax Pro (CPA/EA) — Expert Returns

Intuit, Inc.; Sunnyvale (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit is seeking a skilled tax professional to assist TurboTax customers remotely in completing federal and state tax returns. Role requires active credential (CPA/EA/Attorney) and experience with tax software, including 1040 returns for many clients per season.

You will guide customers using video tools, provide tax calculations, and document interactions while meeting performance KPIs. Training and development are provided.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial software.
• Must hold an active PTIN and be willing to obtain related licenses where needed.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and tax regulations helpful.
• Bilingual English/Spanish a plus.

Responsibilities

• Assist TurboTax customers via virtual video sessions to complete tax returns and provide tax guidance.
• Provide full-service return preparation and signature where applicable.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and resolve inquiries following defined procedures.
• Meet KPIs and contribute to pilots, projects and training initiatives.

Skills

Active credential knowledge

Tax return preparation

Customer service

Video communication tools

Bilingual English/Spanish (a plus)

PTIN holder

Circular 230 knowledge

Job description

Intuit is seeking a skilled tax professional to assist TurboTax customers remotely in completing federal and state tax returns. Role requires active credential (CPA/EA/Attorney) and experience with tax software, including 1040 returns for many clients per season.

You will guide customers using video tools, provide tax calculations, and document interactions while meeting performance KPIs. Training and development are provided.