Senior Tax Expert (CPA/EA) - Remote Guidance

Intuit, Inc.; Cornelius (NC); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing returns. This virtual role uses state-of-the-art video tools to deliver expert tax guidance and explanations of terms to customers, ensuring a positive brand experience.

You will handle tax advice, full-service preparation, and product inquiries while maintaining knowledge of tax laws and company policies. Training and cross-training across offerings are required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must possess or obtain state licenses and PTIN.
• Willing to work at least 20 hours/week.
• Strong knowledge of tax laws and Circular 230.

Responsibilities

• Virtual customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and document interactions.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Customer communication

Video call etiquette

Bilingual English/Spanish

Education

CPA designation

EA designation

Attorney license

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing returns. This virtual role uses state-of-the-art video tools to deliver expert tax guidance and explanations of terms to customers, ensuring a positive brand experience.

You will handle tax advice, full-service preparation, and product inquiries while maintaining knowledge of tax laws and company policies. Training and cross-training across offerings are required.