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

Intuit, Inc.; Silver Spring (MD); Remote; USD 38,000 - 48,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their federal and state returns via TurboTax. This virtual role emphasizes expert guidance, clear explanations of tax terms, and friendly service to empower customers to file accurately.

You will use video tools to interact with clients, provide tax advice, perform full-service return preparation, and answer product questions while upholding security and quality standards.

Qualifications

• Must possess active unrestricted credential (CPA/EA or Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses/certificates/permits.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions with empathy and expert tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve inquiries; document interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation

Customer service

Bilingual (English/Spanish)

Tools

TurboTax software

Video/telecommunication tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their federal and state returns via TurboTax. This virtual role emphasizes expert guidance, clear explanations of tax terms, and friendly service to empower customers to file accurately.

You will use video tools to interact with clients, provide tax advice, perform full-service return preparation, and answer product questions while upholding security and quality standards.