Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Mooresville (NC); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state tax returns.

This remote, customer-facing role uses video tools to deliver expert tax guidance and full-service return preparation. You will leverage government resources and our team to ensure accurate, easy-to-understand explanations, while meeting KPI targets and participating in ongoing trainings.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, permits, or bonds and an active PTIN.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPIs and big bet goals.
• Participate in training, pilot projects, and experience validations as required.

Skills

Tax preparation

Video support

Customer service

Communication

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state tax returns.

This remote, customer-facing role uses video tools to deliver expert tax guidance and full-service return preparation. You will leverage government resources and our team to ensure accurate, easy-to-understand explanations, while meeting KPI targets and participating in ongoing trainings.