Remote Tax Pro (CPA/EA) - TurboTax Expert

Intuit, Inc.; Tampa (FL); Remote; USD 42,000 - 62,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their federal and state returns remotely. You will provide expert tax guidance, perform full-service return preparation and signature, and answer product questions using clear, customer-friendly language.

Requirements include an active CPA/EA/Attorney credential and at least 2+ years of 1040 prep for numerous clients per season. A dedicated home internet connection and US residency are required.

Qualifications

• Active, unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 prep for 30+ clients per season using commercial tax software.
• Willing to obtain state licenses/certificates, if required.
• Must reside in the United States and have a hardwired internet connection meeting security criteria.

Responsibilities

• Interact with customers virtually via video communications software to provide tax guidance.
• Offer tax advice and full service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and maintain KPI targets.
• Participate in required training and development programs.

Skills

Tax preparation

Customer service

Video/video chat

Communication

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their federal and state returns remotely. You will provide expert tax guidance, perform full-service return preparation and signature, and answer product questions using clear, customer-friendly language.

Requirements include an active CPA/EA/Attorney credential and at least 2+ years of 1040 prep for numerous clients per season. A dedicated home internet connection and US residency are required.