Senior Tax Advisor (CPA/EA) — Remote

Intuit, Inc.; Englewood (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert guidance, explain tax terms, and support customers through video interactions to ensure accurate, timely filings.

The role requires active CPA/EA/Practicing Attorney credentials, 2+ years of tax return experience, and excellent communication. You will use TurboTax software, comply with Circular 230, and work in a fast-paced, results-driven

Qualifications

• Must possess active unrestricted credential: CPA (Certified Public Accountant), EA (Enrolled Agent), or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season, using commercial tax preparation software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high-quality customer interactions using deep knowledge and empathy in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver correct answers in everyday language.
• Apply defined practices and company policies to troubleshoot tax inquiries.
• Document customer interactions.
• Contribute to meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.

Skills

Active unrestricted credential (CPA/EA

Tax preparation experience

Strong communication skills

Video/phone customer interactions

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney license

Tools

TurboTax

Tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert guidance, explain tax terms, and support customers through video interactions to ensure accurate, timely filings.

The role requires active CPA/EA/Practicing Attorney credentials, 2+ years of tax return experience, and excellent communication. You will use TurboTax software, comply with Circular 230, and work in a fast-paced, results-driven