Remote Tax Pro: CPA/EA for Expert Returns

Intuit, Inc.; Alton (IL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers in a remote, video-based setting. You will provide expert tax guidance, perform full-service return preparation, and explain tax concepts in clear language.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state return experience, along with strong communication and customer service skills. PTIN and state licenses may be required.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must have PTIN and be able to obtain state licenses or permits if required.
• Proficient with technology and able to use video communication tools.

Responsibilities

• Assist TurboTax customers via virtual video interactions to provide tax guidance and preparation.
• Perform full-service tax return preparation and signatures.
• Answer tax and product questions using government resources and team expertise.
• Document customer interactions and meet KPIs and project goals.

Skills

Customer service

Video/phone communication

Problem solving

Attention to detail

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers in a remote, video-based setting. You will provide expert tax guidance, perform full-service return preparation, and explain tax concepts in clear language.

The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state return experience, along with strong communication and customer service skills. PTIN and state licenses may be required.