Remote Senior Tax Consultant (CPA/EA)

Intuit, Inc.; Lutz (FL); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax returns, advice, and explanations of tax terms.

You will leverage a video platform to guide clients, ensuring accurate, compliant, and clear support while adhering to company policies. The role requires an active CPA/EA/Practicing Attorney credential, with 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours per week from the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, permits, or bonds; active PTIN.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government websites and professional resources to deliver accurate answers in everyday language.
• Follow defined processes to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and outcomes.
• Work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and special projects as needed.
• Complete required training, including compliance and up-skilling.

Skills

Tax preparation

Customer service

Video conferencing

Communication

Problem solving

Technical proficiency

Bilingual (English/Spanish)

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax returns, advice, and explanations of tax terms.

You will leverage a video platform to guide clients, ensuring accurate, compliant, and clear support while adhering to company policies. The role requires an active CPA/EA/Practicing Attorney credential, with 2+ years of federal/state 1040 experience, and the ability to work at least 20 hours per week from the United States.