Remote Tax Pro (CPA/EA) for Expert Returns

Intuit, Inc.; Winston-Salem (NC); 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 highly skilled tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert advice, and explain complex tax concepts using clear language.

The role emphasizes empathy, accuracy, and customer satisfaction within a fast-paced virtual environment. Requirements include active credential (CPA/EA/Attorney), 2+ years of 1040 experience, PTIN, and US residency.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney required.
• 2+ years of federal/state 1040 preparation for 30+ clients per season using commercial tax software.
• Must hold or obtain state licenses (where applicable) and PTIN.
• Willingness to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and communication tools.
• Strong verbal and written communication.
• Based in the United States.

Responsibilities

• Interact with customers via virtual video calls.
• Provide tax advice and full service return preparation and signature.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in trainings and projects.

Skills

Communication skills

Customer service

Critical thinking

Tech proficiency

Tools

TurboTax software

Video tools (Smartlook)

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert advice, and explain complex tax concepts using clear language.

The role emphasizes empathy, accuracy, and customer satisfaction within a fast-paced virtual environment. Requirements include active credential (CPA/EA/Attorney), 2+ years of 1040 experience, PTIN, and US residency.