Senior Tax Advisor (CPA/EA) - Remote

Intuit, Inc.; Florida; Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active, unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms remotely via video interactions. You will contribute to Powering Prosperity Around the World by delivering full service return prep, tax advice, and product support while maintaining strong customer empathy.

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Active PTIN and ability to obtain required state licenses are required.
• Willing to work minimum 20 hours per week and reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and work toward KPI metrics and project goals.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Complete required training and development as determined by the business.

Skills

Tax preparation expertise

Customer service

Verbal and written communication

Critical thinking

Problem solving

Research skills

Ability to work in fast-paced env

Bilingual English/Spanish

Remote work capability

Education

CPA

EA (Enrolled Agent)

Practicing Attorney

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active, unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms remotely via video interactions. You will contribute to Powering Prosperity Around the World by delivering full service return prep, tax advice, and product support while maintaining strong customer empathy.