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

Intuit, Inc.; Reading (Berks County); Remote; USD 39,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking tax professionals to assist TurboTax customers with tax returns and explanations using a video interface.

The role focuses on delivering expert guidance, accurate tax preparation, and clear communication to help customers understand tax terms and procedures. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience, and be willing to work at least 20 hours weekly from the United States.

Qualifications

• Active unrestricted credential required: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal and state 1040 prep experience for 30+ clients per season using commercial software.
• Must have or obtain state licenses/certificates/permits/bonds as applicable.
• PTIN required; willing to work minimum 20 hours per week.
• Knowledge of Circular 230; proficient with computers and software.
• Willing to work remotely with a dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus; US residency required.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation, and explanations of tax terms.
• Document customer interactions and work toward KPI metrics and program goals.
• Utilize government sites and resources to deliver accurate answers in plain language.
• Complete required training and development as determined by the business.

Skills

EA credential

CPA credential

Practicing attorney

Job description

Intuit, Inc. is seeking tax professionals to assist TurboTax customers with tax returns and explanations using a video interface.

The role focuses on delivering expert guidance, accurate tax preparation, and clear communication to help customers understand tax terms and procedures. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience, and be willing to work at least 20 hours weekly from the United States.