Virtual Tax Pro (CPA/EA) TurboTax Expert

Intuit, Inc.; South Bend (IN); Remote; USD 42,000 - 70,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional with an active CPA/EA/Attorney credential to assist TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their returns with accuracy and confidence. This virtual role requires strong communication, experience with federal/state 1040 returns, and the ability to work at least 20 hours weekly.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Excellent communication

Customer service

Problem solving

Education

Active credential: CPA/EA/Practicing Attorney

Tools

Tax software

Job description

Intuit, Inc. is seeking a qualified tax professional with an active CPA/EA/Attorney credential to assist TurboTax customers remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their returns with accuracy and confidence. This virtual role requires strong communication, experience with federal/state 1040 returns, and the ability to work at least 20 hours weekly.