Remote Senior Tax Advisor (CPA/EA)

Intuit, Inc.; McAllen (TX); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with active credentials to assist TurboTax customers remotely. You will guide users through tax returns, provide expert advice, and help with calculations using video tools.

This role emphasizes delivering clear explanations, leveraging government resources, and maintaining high service standards. Candidates must be licensed and ready to train, with at least 20 hours per week and willingness to work from home in the United States.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• 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.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice and product inquiries.
• Provide full service return preparation and signature.
• Assist with tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

EA (Enrolled Agent)

CPA

Practicing Attorney

Tax preparation

Bilingual English/Spanish

Customer service

TurboTax software

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with active credentials to assist TurboTax customers remotely. You will guide users through tax returns, provide expert advice, and help with calculations using video tools.

This role emphasizes delivering clear explanations, leveraging government resources, and maintaining high service standards. Candidates must be licensed and ready to train, with at least 20 hours per week and willingness to work from home in the United States.