Remote Tax Pro: Expert Guidance & Prep (CPA/EA)

Intuit, Inc.; Waukesha (WI); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their federal and state returns using TurboTax. You will provide expert guidance, perform full-service return preparation, and explain tax concepts to empower customers.

This role emphasizes exceptional communication and brand-focused service. The position is virtual and customer-facing, with training and compliance requirements.

Qualifications

• Must possess an active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must hold or be able to obtain state licenses and PTIN; strong knowledge of tax laws.

Responsibilities

• Provide tax guidance and full-service return preparation via virtual interactions.
• Explain tax terms and use government resources to deliver accurate answers.
• Document customer interactions and meet KPI metrics and program goals.
• Participate in training, compliance, and up-skilling activities as required.

Skills

Active unrestricted credential

Tax prep experience

Excellent communication

Digital literacy

Bilingual English/Spanish a plus

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their federal and state returns using TurboTax. You will provide expert guidance, perform full-service return preparation, and explain tax concepts to empower customers.

This role emphasizes exceptional communication and brand-focused service. The position is virtual and customer-facing, with training and compliance requirements.