Remote Tax Pro—CPA/EA for TurboTax Excellence

Intuit, Inc.; Wichita (KS); Remote; USD 34,000 - 50,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns remotely. This virtual, customer-facing role emphasizes expert guidance, accuracy, and clear explanations of tax terms using video tools.

You will work min 20 hours/week, prepare federal and state returns, provide tax advice, and resolve inquiries using government resources. A hardwired connection and US residency required; bilingual English/Spanish a plus;

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: tax advice, full service return prep and signature, product inquiries, tax calculations.
• Create high-quality customer interactions using deep knowledge and empathy in tax preparation.
• Use government resources and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training including compliance and up-skilling.

Skills

Active CPA/EA/Practicing Attorney

Tax preparation experience

Customer communication

Education

CPA/EA certification or law license

Tools

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional (CPA/EA/Practicing Attorney) to help TurboTax customers complete their returns remotely. This virtual, customer-facing role emphasizes expert guidance, accuracy, and clear explanations of tax terms using video tools.

You will work min 20 hours/week, prepare federal and state returns, provide tax advice, and resolve inquiries using government resources. A hardwired connection and US residency required; bilingual English/Spanish a plus;