Virtual Tax Expert (CPA/EA) — Remote

Intuit, Inc.; City of Albany (NY); Remote; USD 40,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking highly motivated tax professionals with active credentials to assist TurboTax customers from a remote setting. You will provide expert tax guidance, assist with return preparation, and explain tax terms clearly using plain language.

Your role emphasizes customer empathy, accurate tax advice, and adherence to policy. Training, security requirements, and flexible scheduling are part of the program.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state individual 1040 prep for multiple clients per season using commercial tax software.
• Willingness to obtain/state licenses, PTIN, and meet security requirements.

Responsibilities

• Assist TurboTax customers in completing tax returns with expert guidance.
• Provide full service return preparation and signatures when required.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and maintain high quality of service.

Skills

Tax preparation

Customer service

Video calls

Communication

Bilingual English/Spanish

Education

CPA/EA or Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking highly motivated tax professionals with active credentials to assist TurboTax customers from a remote setting. You will provide expert tax guidance, assist with return preparation, and explain tax terms clearly using plain language.

Your role emphasizes customer empathy, accurate tax advice, and adherence to policy. Training, security requirements, and flexible scheduling are part of the program.