Senior Tax Specialist (CPA/EA) - Remote Expert

Intuit, Inc.; Lake Elmo (MN); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks experienced tax professionals with active unrestricted credentials to guide TurboTax customers remotely. You will provide expert tax guidance, assist with return preparation, and explain tax terms directly to customers using video tools.

The role emphasizes customer empathy, accuracy, and compliance, with mandatory training and performance metrics. A minimum of 20 hours per week is required, and a hardwired internet connection is necessary.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Create high-quality customer interactions and build confidence with tax expertise.
• Use government resources and team expertise to deliver accurate answers.
• Apply company policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and trainings.
• Complete required training and development as determined by the business.

Skills

Unrestricted credential experience

Tax preparation experience

Video/teleconferencing proficiency

Strong customer service

Excellent communication

Critical thinking

Fast-paced work ability

Hardwired internet access

Bilingual English/Spanish a plus

Education

Active CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

TurboTax software

Job description

Intuit, Inc. seeks experienced tax professionals with active unrestricted credentials to guide TurboTax customers remotely. You will provide expert tax guidance, assist with return preparation, and explain tax terms directly to customers using video tools.

The role emphasizes customer empathy, accuracy, and compliance, with mandatory training and performance metrics. A minimum of 20 hours per week is required, and a hardwired internet connection is necessary.