Remote Tax Pro: CPA/EA for Expert Guidance

Intuit, Inc.; Omaha (NE); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers from a remote, virtual setting.

You will provide expert guidance, perform tax preparation, explain tax concepts, and help customers navigate product features with clear, empathetic communication. Required qualifications include active unrestricted credentials (EA/CPA/Practicing Attorney), 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and a willingness to work at least 20 hours per week.

Qualifications

• Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with deep customer empathy and tax knowledge.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/phone interactions

Verbal and written communication

Critical thinking

Problem solving

Fast-paced environment

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers from a remote, virtual setting.

You will provide expert guidance, perform tax preparation, explain tax concepts, and help customers navigate product features with clear, empathetic communication. Required qualifications include active unrestricted credentials (EA/CPA/Practicing Attorney), 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and a willingness to work at least 20 hours per week.