Virtual Tax Expert (CPA/EA/Attorney) – Remote Guidance

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full-service returns, and explain complex terms in plain language.

Must hold an active credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s. A minimum of 20 hours per week is required, with training and compliance responsibilities included.

Qualifications

• Active unrestricted credential required (CPA/EA/Practicing Attorney).
• 2+ years of recent federal/state individual 1040 tax return prep for 30+ clients per season.
• Licenses/permits/bonds may be required by state.
• Active PTIN required.
• Willing to work minimum 20 hours/week.

Responsibilities

• Provide expert tax guidance and full-service return preparation via virtual video interface.
• Answer tax and product questions; explain tax terms in everyday language.
• Document interactions and meet KPI metrics and performance goals.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Verbal & written communication

Video interactions

Education

CPA

EA (Enrolled Agent)

Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full-service returns, and explain complex terms in plain language.

Must hold an active credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s. A minimum of 20 hours per week is required, with training and compliance responsibilities included.