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

Intuit, Inc.; Stamford (CT); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist customers with their TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, perform full service return preparation with signature, and address product inquiries using clear explanations of tax concepts. You will interact via state-of-the-art video software, leveraging resources to resolve questions while maintaining high customer satisfaction and meeting KPI metrics.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 prep for ≥30 clients per season using commercial software.
• State licenses, certificates, permits, or bonds as required.
• PTIN active.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Use government resources and team expertise to deliver accurate answers in plain language.
• Document customer interactions and adhere to procedures and policies.

Skills

Active communication

Bilingual English/Spanish

Customer service excellence

Critical thinking

Fast-paced environment adaptability

Reliable internet connection

Education

Active CPA/EA/Practicing Attorney license

Tools

TurboTax

Smartlook

Video conferencing tools

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist customers with their TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, perform full service return preparation with signature, and address product inquiries using clear explanations of tax concepts. You will interact via state-of-the-art video software, leveraging resources to resolve questions while maintaining high customer satisfaction and meeting KPI metrics.