Senior Tax Advisor (CPA/EA) – Remote

Intuit, Inc.; Springfield (MO); Remote; USD 33,000 - 43,000; Full time

Benefits offered by this job

Cash bonus and equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax product usage and tax returns. This virtual, customer-facing role emphasizes expert guidance and clear explanations of tax terms while upholding brand standards.

Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s for multiple clients. Remote work is common, with ongoing training and performance-based incentives.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
• State licenses/permits/bonds required or obtainable; PTIN required.
• Willing to work minimum 20 hours per week.
• Strong communication, customer service, and problem-solving skills.
• Willing to have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government resources and team expertise to find the right answer in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Video support

Communication

Bilingual English/Spanish

Problem solving

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax product usage and tax returns. This virtual, customer-facing role emphasizes expert guidance and clear explanations of tax terms while upholding brand standards.

Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s for multiple clients. Remote work is common, with ongoing training and performance-based incentives.