Virtual Tax Expert (CPA/EA) for TurboTax Support

Intuit, Inc.; Milford (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking CPAs/EA/Practicing Attorneys to assist TurboTax customers with tax preparation in a virtual setting. You’ll provide expert guidance and explanations of tax terms to help customers complete their returns while enhancing the Intuit brand.

This remote role requires active credentials, excellent communication, and a commitment of 20+ hours per week. You’ll use government resources and our software to deliver accurate answers and friendly service.

Qualifications

• Must possess active unrestricted credential: CPA, EA or practicing attorney with tax preparation experience.
• 2+ years of recent federal/state tax return preparation experience for many clients.
• Possess or be able to obtain state licenses and PTIN; willing to work 20+ hours/week.
• Strong verbal and written communication; ability to use online resources and explain taxes clearly.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signatures, and product inquiries.
• Create high quality interactions with empathy and tax expertise; document interactions.
• Meet KPI metrics and participate in training, pilots, and projects as needed.

Skills

Tax preparation

Customer service

Video communication

English/Spanish bilingual

Education

CPA

EA (Enrolled Agent)

Practicing Attorney

Tools

TurboTax software

Tax prep software

Video conferencing software

Job description

Intuit, Inc. is seeking CPAs/EA/Practicing Attorneys to assist TurboTax customers with tax preparation in a virtual setting. You’ll provide expert guidance and explanations of tax terms to help customers complete their returns while enhancing the Intuit brand.

This remote role requires active credentials, excellent communication, and a commitment of 20+ hours per week. You’ll use government resources and our software to deliver accurate answers and friendly service.