Virtual Tax Expert — CPA/EA/Attorney

Intuit, Inc.; Towson (MD); Remote; USD 38,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional with active credentials (CPA/EA/Attorney) to assist TurboTax customers remotely. You will guide and prepare individual federal and state returns, explain tax terms, and use video tools to interact with customers.

A strong emphasis on accuracy, compliance, and customer satisfaction is essential. Applicants should have 2+ years of recent 1040 experience for at least 30 clients per season, PTIN, and working knowledge of Circular 230.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• State licenses/certificates/bonds as required.
• PTIN active.
• Willingness to work minimum 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video platform to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and guide customers with clear, everyday language.
• Document customer interactions and troubleshoot tax prep inquiries.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Video/teleconferencing

Bilingual English/Spanish

Attention to detail

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional with active credentials (CPA/EA/Attorney) to assist TurboTax customers remotely. You will guide and prepare individual federal and state returns, explain tax terms, and use video tools to interact with customers.

A strong emphasis on accuracy, compliance, and customer satisfaction is essential. Applicants should have 2+ years of recent 1040 experience for at least 30 clients per season, PTIN, and working knowledge of Circular 230.