Remote Tax Pro (CPA/EA) — TurboTax Expert

Intuit, Inc.; Oklahoma City (OK); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. You will provide expert guidance, perform full service tax preparation, and explain tax terms using a video-based platform.

Qualified candidates hold an active unrestricted credential (CPA/EA/Attorney) with 2+ years of federal/state 1040 prep experience and are comfortable working remotely in the United States. Training and performance-based rewards are available.

Qualifications

• Active unrestricted credential: CPA/EA/Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for ≥30 clients per season using tax software.
• State licenses, certificates, permits, or bonds as required.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service via video and audio tools.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Assist customers virtually via video; provide tax guidance and explanations.
• Perform tax return preparation and obtain signatures for Full Service returns.
• Address product and software inquiries and perform tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilots and trainings as needed.
• Complete required training including compliance and proficiency development.

Skills

Active credential

Tax preparation

Customer service

Video interactions

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. You will provide expert guidance, perform full service tax preparation, and explain tax terms using a video-based platform.

Qualified candidates hold an active unrestricted credential (CPA/EA/Attorney) with 2+ years of federal/state 1040 prep experience and are comfortable working remotely in the United States. Training and performance-based rewards are available.