Senior Tax Advisor (CPA/EA) - Remote

Intuit, Inc.; Erie (Erie County); Remote; USD 34,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns virtually.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep, PTIN, and strong communication. Hybrid training and performance goals apply.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain state licenses, permits, or bonds; must have PTIN.
• Willing to work minimum 20 hours per week; reside in the United States.
• Strong communication, customer service, and video/phone interaction skills.
• Knowledge of Circular 230 is a plus; proficient with technology.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Address product/software inquiries and tax calculations.
• Document customer interactions and maintain records.
• Contribute to KPI metrics and Big Bet Goals; participate in trainings.

Skills

Unrestricted credential

Tax return prep experience

PTIN

Video/phone interactions

Customer service

Circular 230 knowledge

Bilingual English/Spanish

Strong communication

Problem solving

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns virtually.

The role requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep, PTIN, and strong communication. Hybrid training and performance goals apply.