Remote Tax Pro: CPA/EA for Expert Returns & Guidance

Intuit, Inc.; Lawrenceville (GA); Remote; USD 38,000 - 51,000; Full time

Benefits offered by this job

Remote work

Performance bonus

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert advice, and handle full-service returns with signatures, using our software and video tools.

You will leverage federal/state tax knowledge and strong communication to empower customers, document interactions, and meet performance KPIs while training for product knowledge and compliance requirements.

Qualifications

• Active unrestricted credential: EA/CPA/Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, permits, or bonds and PTIN.
• Willing to work minimum 20 hours/week.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPI metrics and participate in pilot tests and trainings as required.

Skills

Customer service

Tax expertise

Communication

Video interactions

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

TurboTax

Video conferencing tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, offer expert advice, and handle full-service returns with signatures, using our software and video tools.

You will leverage federal/state tax knowledge and strong communication to empower customers, document interactions, and meet performance KPIs while training for product knowledge and compliance requirements.