Virtual Tax Expert (CPA/EA) for TurboTax

Intuit, Inc.; Saint Paul (MN); Remote; USD 34,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, tax calculations, and explanations of tax terms. You will interact via our video platform to deliver accurate guidance and build trust.

Requirements include an active unrestricted credential (CPA, EA, or practicing attorney), 2+ years of 1040 prep for at least 30 clients per season, PTIN, and U.S. residence. A wired internet connection and strong communication skills are essential.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax prep experience.
• 2+ years preparing federal/state 1040 returns for at least 30 clients per season.
• State licenses/permits/bonds as required.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Proficient with technology and video/audio tools.
• Able to reside in the United States.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts clearly using everyday language.
• Document customer interactions and adhere to procedures and KPIs.
• Complete required training and compliance courses.

Skills

Tax preparation

Customer service

Communication skills

Video calls

Education

CPA

EA

Attorney (Practicing)

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, tax calculations, and explanations of tax terms. You will interact via our video platform to deliver accurate guidance and build trust.

Requirements include an active unrestricted credential (CPA, EA, or practicing attorney), 2+ years of 1040 prep for at least 30 clients per season, PTIN, and U.S. residence. A wired internet connection and strong communication skills are essential.