Virtual Senior Tax Pro (CPA/EA)

Intuit, Inc.; Cumming (GA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking tax professionals with active credentials to help TurboTax customers complete federal and state tax returns remotely. You will provide expert tax guidance, perform full-service return preparation, and answer product and tax-related questions.

The role emphasizes high-quality customer interactions, strict adherence to Circular 230, and continuous training. The position supports flexible hours and regional salary ranges across the United States.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or practicing attorney with extensive tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds; must have PTIN.
• Willing to work a minimum of 20 hours per week; working knowledge of Circular 230.
• Willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax terms and seek right answers using government websites and resources.
• Document customer interactions and maintain KPI metrics.
• Participate in training, projects, and experience validations as needed.

Skills

Tax preparation

Customer service

Communication skills

Video support

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Job description

Intuit, Inc. is seeking tax professionals with active credentials to help TurboTax customers complete federal and state tax returns remotely. You will provide expert tax guidance, perform full-service return preparation, and answer product and tax-related questions.

The role emphasizes high-quality customer interactions, strict adherence to Circular 230, and continuous training. The position supports flexible hours and regional salary ranges across the United States.