Remote Tax Pro (CPA/EA) — TurboTax Specialist

Intuit, Inc.; Reno (NV); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. This virtual role focuses on expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will interact via video, assist with federal/state returns, and document interactions while aiming to meet KPI metrics and participate in ongoing training. Strong communication and remote work readiness are essential.

Qualifications

• Must possess active unrestricted credential: EA, CPA, 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 possess or obtain related state licenses and PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax regulations; strong communication skills.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and improvement initiatives.

Skills

CPA/EA/Attorney credential

Tax preparation experience

Customer service skills

Video communications

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products. This virtual role focuses on expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will interact via video, assist with federal/state returns, and document interactions while aiming to meet KPI metrics and participate in ongoing training. Strong communication and remote work readiness are essential.