Senior Tax Accountant — Remote CPA/EA Expert

Intuit, Inc.; Santa Maria (CA); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert tax guidance, perform full-service returns, and answer product questions using a strong understanding of tax laws.

A valid CPA/EA/Attorney credential, active PTIN, and the ability to work at least 20 hours per week are required. This virtual role emphasizes excellent communication, customer empathy, and adherence to regulatory

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax returns: provide tax advice, full service return preparation and signature, product questions, and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and progress, updating records as needed.
• Contribute toward KPI metrics and company goals; participate in pilots and validations.
• Complete required training and development, including compliance and product training.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Tech proficient

Fast-paced environment

Bilingual English/Spanish

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert tax guidance, perform full-service returns, and answer product questions using a strong understanding of tax laws.

A valid CPA/EA/Attorney credential, active PTIN, and the ability to work at least 20 hours per week are required. This virtual role emphasizes excellent communication, customer empathy, and adherence to regulatory