Senior Tax Advisor (CPA/EA) — Remote Expert

Intuit, Inc.

Belcamp (MD)

Remote

USD 37,000 - 48,000

Full time

11 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards

Job summary

Intuit, Inc. is seeking a remote tax professional with an active CPA/EA/Attorneys credential to assist TurboTax customers with federal and state returns, explain tax terms, and provide expert guidance. You will work from home using video tools to capture customer needs and deliver high-quality tax service.

Role requires strong communication, 2+ years of experience, PTIN, and US residency. Training and performance-based bonuses are part of the package.

Qualifications

  • Active unrestricted credential required (CPA/EA/Attorney).
  • 2+ years of federal/state 1040 preparation experience for 30+ clients per season.
  • PTIN and state licenses or ability to obtain.
  • Must reside in the United States.
  • Proficient with technology and video communication tools.

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 inquiries.
  • Create high quality customer interactions with empathy and tax expertise.
  • Leverage government resources and team support to deliver accurate answers.
  • Follow procedures to troubleshoot tax advice and preparation questions.
  • Document customer interactions and strive toward KPI targets.

Skills

Active CPA/EA/Attorney credential
Tax preparation experience
Strong communication
Video/remote customer service
PTIN
Circular 230 knowledge
Bilingual English/Spanish

Tools

TurboTax
Smartlook

Job description

Intuit, Inc. is seeking a remote tax professional with an active CPA/EA/Attorneys credential to assist TurboTax customers with federal and state returns, explain tax terms, and provide expert guidance. You will work from home using video tools to capture customer needs and deliver high-quality tax service.

Role requires strong communication, 2+ years of experience, PTIN, and US residency. Training and performance-based bonuses are part of the package.

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