Senior Tax Advisor (CPA/EA) – Remote

Intuit, Inc.; Walnut Creek (CA); A distancia; USD 40.000 - 51.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work virtually, helping customers complete federal and state returns and addressing software questions, while documenting interactions and meeting performance metrics. The role requires an active credential (CPA/EA/Attorney), strong communication skills, and a willingness to train and adapt to new offerings.

Formación

• Active unrestricted credential: CPA/EA or practicing attorney.
• 2+ years of recent federal and state 1040 tax prep experience for 30+ clients per season.
• Willingness to work minimum 20 hours per week.
• Must reside in the United States.

Responsabilidades

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and respond to product inquiries.
• Document customer interactions and strive to meet KPI metrics and business goals.

Conocimientos

Active unrestricted credential

Customer service

Tax software experience

Herramientas

TurboTax software

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work virtually, helping customers complete federal and state returns and addressing software questions, while documenting interactions and meeting performance metrics. The role requires an active credential (CPA/EA/Attorney), strong communication skills, and a willingness to train and adapt to new offerings.