Remote Tax Pro — CPA/EA Expertise

Intuit, Inc.; Lakeland (FL); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a tax expert to help TurboTax customers complete their federal and state returns in a virtual, customer-facing role. You will provide tax guidance, perform full-service return preparation, and respond to product inquiries using clear, plain language.

Strong communication and tax knowledge are essential to empower customers and uphold Intuit’s brand promise. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), at least 2 years of recent 1040 prep for

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and computer software proficiency.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with empathy and extensive tax knowledge.
• Reference government sites and professional resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.

Skills

Active CPA/EA/Attorney

Tax preparation experience

Customer service skills

Video interactions with customers

English/Spanish bilingual

Job description

Intuit is seeking a tax expert to help TurboTax customers complete their federal and state returns in a virtual, customer-facing role. You will provide tax guidance, perform full-service return preparation, and respond to product inquiries using clear, plain language.

Strong communication and tax knowledge are essential to empower customers and uphold Intuit’s brand promise. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), at least 2 years of recent 1040 prep for