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

Intuit, Inc.; Bluffton (SC); Remote; USD 34,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with guidance, preparation, and explanations of tax and technical terms. You will interact via video, delivering accurate results and helping customers prepare their taxes.

The role requires active credentials (CPA/EA/Practicing Attorney), strong communication, and a minimum of 20 hours per week. Training and compliance are part of our development program.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years of federal/state individual 1040 returns experience.
• State licenses, certificates, permits, or bonds may be required.
• Must possess a PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computers.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and your tax expertise.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to resolve inquiries.
• Document customer interactions and progress.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and compliance programs.

Skills

CPA/EA/Attorney credential

Tax preparation experience

Video customer service

Bilingual English/Spanish

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with guidance, preparation, and explanations of tax and technical terms. You will interact via video, delivering accurate results and helping customers prepare their taxes.

The role requires active credentials (CPA/EA/Practicing Attorney), strong communication, and a minimum of 20 hours per week. Training and compliance are part of our development program.