Remote Senior Tax Advisor & Prep Specialist

Intuit, Inc.; Omaha (NE); Remote; USD 33,000 - 50,000; Part time

Job summary

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers in completing tax returns, offering expert tax guidance, and communicating complex terms clearly via video tools.

You will perform full-service return preparation, ensure accuracy, and document customer interactions in a fast-paced, compliant environment. The role requires active credentials (CPA/EA/Attorney), 2+ years of 1040 prep for many clients, PTIN, and willingness to work at least 20 hours per week from a remote

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits or bonds.
• PTIN active.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Explain tax and technical terms in everyday language; guide customers through tax questions and software use.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in pilot tests, projects, and training as required by the business.

Skills

Active CPA/EA/Practicing Attorney

Tax preparation experience

Customer service

Verbal and written communication

Technology proficiency

Bilingual English/Spanish (nice tohave

Tools

Commercial tax preparation software

Job description

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers in completing tax returns, offering expert tax guidance, and communicating complex terms clearly via video tools.

You will perform full-service return preparation, ensure accuracy, and document customer interactions in a fast-paced, compliant environment. The role requires active credentials (CPA/EA/Attorney), 2+ years of 1040 prep for many clients, PTIN, and willingness to work at least 20 hours per week from a remote