Remote Senior Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Wilmington (DE); Remote; USD 51,000 - 73,000; Full time

Job summary

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. The role is virtual and customer-facing, requiring strong communication and a commitment to brand excellence.

You will help customers complete their federal and state returns, answer product questions, and ensure accurate tax calculations while documenting interactions and meeting performance KPIs.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for multiple clients per season.
• Must possess or obtain relevant state licenses, certificates, permits, or bonds and an active PTIN.
• Bilingual English/Spanish is a plus; strong communication skills required.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and extensive tax knowledge.
• Reference government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax inquiries; document all interactions.
• Work toward meeting KPI metrics and participate in pilots or validations as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted CPA/EA/Attorney

2+ years tax prep experience

PTIN & state licenses

Bilingual English/Spanish (nice tohave

Tools

TurboTax Software

Video/Smartlook interactions

Job description

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. The role is virtual and customer-facing, requiring strong communication and a commitment to brand excellence.

You will help customers complete their federal and state returns, answer product questions, and ensure accurate tax calculations while documenting interactions and meeting performance KPIs.