Senior Tax Advisor (CPA/EA) — Remote & Bonus Eligible

Intuit, Inc.; Holly Springs (NC); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, delivering expert guidance on tax preparation and explanations of tax terms. You will support customers in completing their federal and state returns with accuracy and care.

You will leverage government resources and your knowledge to explain complex tax rules in plain language, while meeting KPI targets and participating in training and pilot programs as needed.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years of experience preparing federal & state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Must have a PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• Interact with customers virtually via video; provide tax advice and full-service return preparation.
• Use government resources and professional references to deliver accurate answers.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in pilot tests and training.
• Complete required training and compliance programs as directed.

Skills

Active CPA/EA/Attoney license

Tax preparation

Customer-facing video support

Bilingual English/Spanish

Tech-savvy

Education

CPA/EA/Practicing Attorney license

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, delivering expert guidance on tax preparation and explanations of tax terms. You will support customers in completing their federal and state returns with accuracy and care.

You will leverage government resources and your knowledge to explain complex tax rules in plain language, while meeting KPI targets and participating in training and pilot programs as needed.