Senior Tax Advisor (CPA/EA) — Remote

Intuit, Inc.; Tarpon Springs (FL); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax specialist to assist TurboTax customers with tax advice, return preparation, and explanations of tax terms. You will interact with customers via video, deliver high-quality service, and ensure compliant, accurate claims while following company policies.

The role requires an active credential (CPA/EA/Practicing Attorney), strong communication, and the ability to work at least 20 hours per week from a remote location in the United States.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal & state 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 is a plus.
• Proficient with technology and video/audio tools.
• Excellent verbal and written communication skills.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice and full-service return preparation and signing.
• Address product and software inquiries and perform tax calculations.
• Document interactions and meet KPI metrics.
• Participate in training, pilots, and process improvements.

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Critical thinking

Technology proficiency

Education

CPA/EA/Attorney credential

Tools

TurboTax software

Commercial tax software

Video conferencing software

Job description

Intuit, Inc. is seeking a virtual tax specialist to assist TurboTax customers with tax advice, return preparation, and explanations of tax terms. You will interact with customers via video, deliver high-quality service, and ensure compliant, accurate claims while following company policies.

The role requires an active credential (CPA/EA/Practicing Attorney), strong communication, and the ability to work at least 20 hours per week from a remote location in the United States.