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

Intuit, Inc.; Worcester (MA); Remote; USD 40,000 - 50,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely. In this virtual role, you will provide expert tax guidance, full-service return preparation and explanations of tax terms to help customers complete their taxes.

Strong communication and customer service skills are essential. You will use video tools to interact with customers, leverage government resources, and ensure compliance while meeting KPIs and participating in required training.

Qualifications

• Active, unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Active PTIN and related state licenses; willingness to obtain as needed.
• Willing to work at least 20 hours per week.
• Residency in the United States.

Responsibilities

• Assist TurboTax customers in completing tax returns with tax advice and preparation.
• Provide full-service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document interactions and work toward KPIs and goals.
• Participate in training and compliance courses as required.

Skills

Tax expertise

Customer service

Communication skills

Video interactions

Bilingual English/Spanish

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Commercial tax software

Job description

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely. In this virtual role, you will provide expert tax guidance, full-service return preparation and explanations of tax terms to help customers complete their taxes.

Strong communication and customer service skills are essential. You will use video tools to interact with customers, leverage government resources, and ensure compliance while meeting KPIs and participating in required training.