Senior Tax Expert (EA/CPA/Attorney) - Remote Tax Prep

Intuit, Inc.; Bluffton (SC); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns in a virtual, customer-facing role.

You will provide expert guidance, perform tax preparation, and explain tax terms using clear everyday language. Responsibilities include video-based customer interactions, addressing tax questions, preparing returns, and documenting interactions, with training and compliance requirements.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software
• Must possess or obtain any related state licenses, permits, or bonds
• Must possess an active PTIN
• Willing to work a minimum of 20 hours per week
• Working knowledge of Circular 230
• Proficient with technology and software
• Strong customer service and communication skills
• Excellent verbal and written communication
• Able to work in a fast-paced environment with minimal supervision
• Must have (or be willing to obtain) hardwired internet meeting security criteria
• Bilingual English/Spanish a plus
• Must reside in the United States

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software
• Help TurboTax customers with tax advice, full service return preparation and signature, product questions, and tax calculations
• Create high quality customer interactions using empathy and tax expertise
• Use government resources and team knowledge to provide accurate answers in everyday language
• Document customer interactions and work toward KPIs and Big Bet Goals
• Participate in pilot testing, projects, and training as required

Skills

Active unrestricted credential

2+ years tax return prep

Bilingual English/Spanish (plus)

Video interaction proficiency

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns in a virtual, customer-facing role.

You will provide expert guidance, perform tax preparation, and explain tax terms using clear everyday language. Responsibilities include video-based customer interactions, addressing tax questions, preparing returns, and documenting interactions, with training and compliance requirements.