Remote Tax Specialist (CPA/EA)

Intuit, Inc.; Springfield (MO); Remote; USD 33,000 - 50,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete their taxes using TurboTax products. You will guide customers through tax returns, provide expert tax preparation, and explain tax terms to empower them to prepare their taxes.

The role emphasizes high-quality customer interactions, adherence to policies, and the ability to work remotely while meeting KPI targets. Training and development are required as part of the job.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, PTIN, and have basic computer/software proficiency.
• Willingness to work a minimum of 20 hours per week and reside in the United States.
• Bilingual English/Spanish communication is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax and technical terms using everyday language and reference government/professional resources.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential

2+ years tax prep experience

Excellent communication

Video/remote interaction

Bilingual English/Spanish (a plus)

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete their taxes using TurboTax products. You will guide customers through tax returns, provide expert tax preparation, and explain tax terms to empower them to prepare their taxes.

The role emphasizes high-quality customer interactions, adherence to policies, and the ability to work remotely while meeting KPI targets. Training and development are required as part of the job.