Remote Tax Specialist - CPA/EA/Attorney

Intuit, Inc.; Rockford (IL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, accurate tax preparation, and clear explanations of tax terminology to empower customers. You will interact via state-of-the-art video tools, handle tax advice, full-service returns, and product inquiries while ensuring high-quality customer

Qualifications

• Must hold an active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 preparation for multiple clients per season using commercial tax software.
• Willing to obtain/maintain state licenses, PTIN, and related permits or bonds.

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.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPI metrics and participate in training and pilot projects as required.
• Must have reliable hardwired internet meeting security criteria.

Skills

CPA/EA/Practicing Attorney

Tax preparation

Communication skills

Video support

Bilingual EN/SP

Tools

TurboTax

Tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, accurate tax preparation, and clear explanations of tax terminology to empower customers. You will interact via state-of-the-art video tools, handle tax advice, full-service returns, and product inquiries while ensuring high-quality customer