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

Intuit, Inc.; Wichita (KS); Remote; USD 33,000 - 50,000; Part time

Job summary

Intuit, Inc. is seeking a finance-savvy professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. You will work remotely, providing high-quality customer interactions and ensuring compliance with company policies.

Applicants must hold an active credential (CPA/EA/Attorney), have tax prep experience, and be willing to train. This role emphasizes accurate tax advice, documentation, and KPI-driven performance in a fast-paced environment.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Strong knowledge of tax laws and ability to explain terms to customers.
• Reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation and signing.
• Answer product/software inquiries and tax calculations.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and training.
• Complete required training and compliance courses.

Skills

Communication skills

Customer service

Bilingual English/Spanish

Video/Audio interaction

Critical thinking

Problem solving

Tech-savvy

Education

Licensed CPA/EA/Practicing Attorney

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a finance-savvy professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. You will work remotely, providing high-quality customer interactions and ensuring compliance with company policies.

Applicants must hold an active credential (CPA/EA/Attorney), have tax prep experience, and be willing to train. This role emphasizes accurate tax advice, documentation, and KPI-driven performance in a fast-paced environment.