Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Glendale (AZ); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking highly motivated tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and explain tax concepts through video interactions. Strong communication and client empathy are essential.

Qualified candidates hold CPA/EA/Practicing Attorney credentials and have 2+ years of federal/state 1040 experience. A flexible 20-hour minimum weekly schedule and US residency are required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of federal and state 1040 return preparation for at least 30 clients per season.
• State licenses, certificates, permits, or bonds as applicable.
• Active PTIN.
• Willingness to work at least 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signature, tax calculations, and product questions.
• Create high quality customer interactions with empathy and tax expertise.
• Use government resources and team expertise to provide accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and track progress toward KPIs and goals.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Video conferencing

Problem solving

Bilingual (English/Spanish)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking highly motivated tax professionals to assist TurboTax customers remotely. You will provide expert tax guidance, prepare returns, and explain tax concepts through video interactions. Strong communication and client empathy are essential.

Qualified candidates hold CPA/EA/Practicing Attorney credentials and have 2+ years of federal/state 1040 experience. A flexible 20-hour minimum weekly schedule and US residency are required.