Senior Tax Advisor (CPA/EA/Attorney) - Remote

Intuit, Inc.; Lafayette (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a fully remote role. You will provide expert guidance, tax preparation, and explanations of tax terms via video interactions to empower customers.

The role requires tax expertise, strong communication, and the ability to work independently while meeting KPI goals and participating in ongoing training and development.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds; PTIN required.
• Must reside in the United States; willing to work at least 20 hours per week.
• Circular 230 knowledge helpful.

Responsibilities

• Provide tax advice and full-service return preparation via virtual video guidance.
• Assist TurboTax customers with product inquiries and tax calculations.
• Document interactions and meet KPI metrics.
• Participate in training and cross-training as required.

Skills

Excellent communication skills

Tax preparation experience

Video communications tools

Problem solving

Attention to detail

PTIN holder

Bilingual English/Spanish

Education

CPA

EA

Practicing Attorney

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a fully remote role. You will provide expert guidance, tax preparation, and explanations of tax terms via video interactions to empower customers.

The role requires tax expertise, strong communication, and the ability to work independently while meeting KPI goals and participating in ongoing training and development.