Senior Tax Advisor (CPA/EA) - Remote

Intuit, Inc.; Monroe (LA); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance and accurate tax preparation in a fully virtual setting.

You will drive customer satisfaction by explaining tax concepts clearly and by delivering high-quality, compliant individual 1040 returns. The role requires an active credential (CPA/EA/Practicing Attorney) with at least 2 years of recent experience, and the ability to communicate effectively in English (and Spanish is a plus).

Formación

• Active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN (Preparer Tax Identification Number).

Responsabilidades

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation, and explain tax concepts to customers.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in training and pilot projects as needed.

Conocimientos

Active credential (CPA/EA/Attorney)

Tax preparation expertise

Excellent communication

Bilingual English/Spanish (nice toHave

Herramientas

TurboTax software

Tax software

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance and accurate tax preparation in a fully virtual setting.

You will drive customer satisfaction by explaining tax concepts clearly and by delivering high-quality, compliant individual 1040 returns. The role requires an active credential (CPA/EA/Practicing Attorney) with at least 2 years of recent experience, and the ability to communicate effectively in English (and Spanish is a plus).