Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Saint Petersburg (FL); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a credentialed tax professional to help TurboTax customers complete federal and state returns, explain tax terms, and provide expert guidance in a virtual setting.

The role requires an active CPA/EA/Practicing Attorney and strong communication skills, with a minimum of 20 hours per week. Training and security standards apply, and work can be performed remotely from the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 prep experience for 30+ clients per season using tax software.
• Willingness to obtain state licenses, certificates, or bonds as needed.
• Active PTIN.
• Willingness to work at least 20 hours per week.
• Knowledge of Circular 230 and tax laws.

Responsibilities

• This is a virtual, customer-facing role using video communications to assist customers.
• Provide tax advice and full-service return preparation with signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot projects, and experience validations.

Skills

Active credentialed tax professional

Tax preparation experience

Strong communication skills

Customer service excellence

Critical thinking and problem solving

Fast-paced work adaptability

Bilingual English/Spanish (plus)

PTIN knowledge

Job description

Intuit, Inc. is seeking a credentialed tax professional to help TurboTax customers complete federal and state returns, explain tax terms, and provide expert guidance in a virtual setting.

The role requires an active CPA/EA/Practicing Attorney and strong communication skills, with a minimum of 20 hours per week. Training and security standards apply, and work can be performed remotely from the United States.