Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; New York (NY); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely in the United States.

The role requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills to guide customers through tax preparation and explanations of tax terms. You will interact with customers via video, help with tax returns, and leverage government resources and team expertise to provide accurate answers in clear language.

Qualifications

• Must possess active unrestricted credential: CPA/EA 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.

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.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and big bet goals.
• Participate in training and development as required by the business.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation experience

Customer service

Video/remote communication

Bilingual English/Spanish

Tools

TurboTax software

Video conferencing

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely in the United States.

The role requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills to guide customers through tax preparation and explanations of tax terms. You will interact with customers via video, help with tax returns, and leverage government resources and team expertise to provide accurate answers in clear language.