Senior Tax Advisor (CPA/EA) — Remote Expert

Intuit, Inc.

Gaithersburg (MD)

Remote

USD 37,000 - 48,000

Full time

12 hours ago
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Benefits offered by this job

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Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns in a virtual setting. You will guide customers through tax preparation, offer expert advice, and explain tax concepts clearly while maintaining a customer-centric experience.

The role requires an active credential (CPA/EA/Attorney), strong communication skills, and ability to meet performance KPIs. Remote work with flexible hours is available, with training provided to ensure compliance and

Qualifications

  • Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax prep experience.
  • 2+ years preparing federal and state 1040 returns for at least 30 clients per season using tax software.
  • Must have/able to obtain state licenses and PTIN.
  • Must reside in the United States.

Responsibilities

  • Virtual, customer-facing role using video communications software to interact with customers.
  • Provide tax advice, full-service return preparation and signature, and software inquiries.
  • Explain tax and technical terms in everyday language and document interactions.
  • Work toward KPI targets and participate in training and development as required.

Skills

CPA/EA/Attorney credential
Tax preparation experience
Video/telepresence proficiency
Bilingual English/Spanish (plus)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns in a virtual setting. You will guide customers through tax preparation, offer expert advice, and explain tax concepts clearly while maintaining a customer-centric experience.

The role requires an active credential (CPA/EA/Attorney), strong communication skills, and ability to meet performance KPIs. Remote work with flexible hours is available, with training provided to ensure compliance and

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