Remote Tax Pro | CPA/EA Guided Tax Prep

Intuit, Inc.; Pittsburgh (Allegheny County); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This remote, customer-facing role emphasizes high-quality interactions and clear communication to help customers complete their returns.

You will use state-of-the-art video tools, access government resources, and adhere to compliance training while supporting multiple states and federal returns. Full training provided.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax prep experience.
• 2+ years of federal/state 1040 return prep for at least 30 clients per season with commercial tax software.
• Must have or obtain related state licenses, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax advice, full service returns, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expert knowledge.
• Use government websites and resources to provide accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions and contribute to KPI and Big Bet goals.
• Participate in training, pilots, and enhancements as required.

Skills

Tax knowledge

Customer service

Video communication

Bilingual English/Spanish

Education

CPA

EA

Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This remote, customer-facing role emphasizes high-quality interactions and clear communication to help customers complete their returns.

You will use state-of-the-art video tools, access government resources, and adhere to compliance training while supporting multiple states and federal returns. Full training provided.