Remote Senior Tax Advisor - CPA/EA

Intuit, Inc.; Ocala (FL); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to help TurboTax customers complete their returns remotely. The role requires active credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and excellent communication across video channels.

You will provide tax guidance, prepare returns, and resolve product inquiries, while documenting interactions and meeting KPI targets in a fast-paced, compliant environment.

Qualifications

• Active unrestricted credential required (CPA/EA/Practicing Attorney) with strong tax knowledge.
• 2+ years of federal/state individual 1040 prep experience for 30+ clients per season.
• Must hold/state licenses, PTIN, and familiarity with Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signatures.
• Provide tax advice, product and software inquiries, and tax calculations as needed.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training programs; maintain compliance and up-skilling.
• Possess and maintain the required security standards for a dedicated internet connection.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Video support tools

Verbal communication

Education

CPA

Enrolled Agent (EA)

Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly skilled tax professional to help TurboTax customers complete their returns remotely. The role requires active credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and excellent communication across video channels.

You will provide tax guidance, prepare returns, and resolve product inquiries, while documenting interactions and meeting KPI targets in a fast-paced, compliant environment.