Senior Tax Advisor (CPA/EA) — Remote

Intuit, Inc.; Cincinnati (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert to assist customers remotely with TurboTax products. The role focuses on tax guidance, preparation, and explanations of terms, delivered via video interactions.

You will document interactions and contribute toward KPIs while completing required training and maintaining professional standards. Qualifications include active CPA/EA/Attorney credentials, 2+ years of 1040 prep experience for many clients, and readiness to work at least 20 hours weekly.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients/season with tax software.
• Must obtain any required state licenses and PTIN.
• Willing to work at least 20 hours per week.
• Knowledge of Circular 230 and strong tech skills.
• Bilingual English/Spanish a plus; US resident.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Handle product/software inquiries and tax calculations for customers.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and training as required.

Skills

Tax preparation expertise

Customer service skills

Verbal and written communication

Tech proficiency

Bilingual English/Spanish a plus

Education

Active credential: CPA/EA/Practicing Attorney

Tools

TurboTax software

Video conferencing software (Smartlook)

Circular 230 knowledge

Job description

Intuit, Inc. is seeking a tax expert to assist customers remotely with TurboTax products. The role focuses on tax guidance, preparation, and explanations of terms, delivered via video interactions.

You will document interactions and contribute toward KPIs while completing required training and maintaining professional standards. Qualifications include active CPA/EA/Attorney credentials, 2+ years of 1040 prep experience for many clients, and readiness to work at least 20 hours weekly.