Remote Senior Tax Advisor – CPA/EA/Attorney, Equity Eligible

Intuit, Inc.; Muskegon (MI); Remote; USD 55,000 - 75,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a remote tax professional with active credentials to assist TurboTax customers in completing their taxes.

You will provide expert guidance, tax preparation, and explanations of tax terms, while helping to delight customers and strengthen the Intuit brand. The role involves virtual customer interactions, using video software, and ensuring accurate tax advice and return preparation in a fast-paced environment.

Qualifications

• Active credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season.
• State licenses/permits/bonds may be required.
• PTIN active.
• Willingness to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and follow company procedures.
• Meet KPI metrics and participate in training.

Skills

Tax knowledge

Communication skills

Customer service

Video conferencing

Education

CPA/EA/Attorney credentials

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a remote tax professional with active credentials to assist TurboTax customers in completing their taxes.

You will provide expert guidance, tax preparation, and explanations of tax terms, while helping to delight customers and strengthen the Intuit brand. The role involves virtual customer interactions, using video software, and ensuring accurate tax advice and return preparation in a fast-paced environment.