Senior Tax Advisor (CPA/EA) — Remote & Client-Facing

Intuit, Inc.; Moreno Valley (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is hiring a virtual tax professional to help TurboTax customers complete federal and state tax returns.

You will provide expert guidance, tax preparation, and explanations of tax terms through video interactions, ensuring clear communication and customer satisfaction. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and the ability to work at least 20 hours per week remotely from the United States.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video software.
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Create high-quality customer interactions using deep tax knowledge and empathy.
• Assist with tax calculations and product/software inquiries, using government resources and team expertise to deliver accurate answers.
• Document customer interactions and work toward defined KPI metrics and Big Bet Goals.

Skills

Tax expertise

Customer service

Video interaction

Communication

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is hiring a virtual tax professional to help TurboTax customers complete federal and state tax returns.

You will provide expert guidance, tax preparation, and explanations of tax terms through video interactions, ensuring clear communication and customer satisfaction. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong tax knowledge, and the ability to work at least 20 hours per week remotely from the United States.