Remote Tax Pro (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Cameron Park (CA); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a Tax Expert to assist TurboTax customers remotely with tax guidance, full service returns, and software inquiries.

You will use video tools to guide clients through complex tax scenarios, explain terms, and ensure accuracy while maintaining a high level of customer satisfaction. The role requires active credentials (CPA/EA/Attorney), at least 2 years of 1040 prep experience, and the ability to work 20+ hours weekly from a connected home in the United States.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with a) Tax advice, b) Full Service return preparation and signature, c) Product inquiries, d) Tax calculations.
• Create high quality customer interactions and experiences with empathy and tax knowledge.
• Utilize government websites and team expertise to deliver the right answer in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.

Skills

Tax expertise

Customer service

Video communications

Bilingual English/Spanish

TurboTax software

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a Tax Expert to assist TurboTax customers remotely with tax guidance, full service returns, and software inquiries.

You will use video tools to guide clients through complex tax scenarios, explain terms, and ensure accuracy while maintaining a high level of customer satisfaction. The role requires active credentials (CPA/EA/Attorney), at least 2 years of 1040 prep experience, and the ability to work 20+ hours weekly from a connected home in the United States.