Senior Tax Advisor (CPA/EA) - Remote

Intuit, Inc.; Toledo (OH); À distance; USD 34 000 - 43 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking highly motivated tax professionals with active CPA/EA or practicing attorney credentials to help TurboTax customers complete federal and state returns.

This virtual role requires exceptional tax knowledge, client communication, and the ability to explain complex terms in plain language. You will perform tax preparation, provide guidance, and answer product questions, using video interactions and government resources to deliver accurate support.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must obtain related state licenses or permits and PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection.

Responsabilités

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Use government sites and resources to provide accurate customer answers in plain language.
• Apply defined procedures and company policies to troubleshoot tax-related inquiries.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete mandatory training including compliance and cross-training as required by the business.

Connaissances

Tax preparation

Customer service

Video calls

Regulatory knowledge

Bilingual English/Spanish

Formation

CPA credential

EA credential

Practicing Attorney license

Outils

TurboTax software

Smartlook video tool

Secure internet connectivity

Description du poste

Intuit, Inc. is seeking highly motivated tax professionals with active CPA/EA or practicing attorney credentials to help TurboTax customers complete federal and state returns.

This virtual role requires exceptional tax knowledge, client communication, and the ability to explain complex terms in plain language. You will perform tax preparation, provide guidance, and answer product questions, using video interactions and government resources to deliver accurate support.