Remote Tax Pro (CPA/EA) — TurboTax Expert

Intuit, Inc.; Davenport (IA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely in completing federal and state returns. You will deliver expert tax guidance, perform full-service return preparation, and explain tax terms using clear, everyday language.

You will interact with customers via our video tools, document interactions, and work toward KPI metrics while completing required compliance trainings. Bilingual English/Spanish is a plus, and a valid PTIN is required.

Qualifications

• Must possess active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must be willing to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Document customer interactions and meet KPI metrics and project goals.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal & written communication

Critical thinking & problem solving

Adaptability to fast-paced environment

Technical literacy

Bilingual English/Spanish (plus)

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

PTIN management

Job description

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely in completing federal and state returns. You will deliver expert tax guidance, perform full-service return preparation, and explain tax terms using clear, everyday language.

You will interact with customers via our video tools, document interactions, and work toward KPI metrics while completing required compliance trainings. Bilingual English/Spanish is a plus, and a valid PTIN is required.