Senior Tax Advisor (CPA/EA) — Remote Expert

Intuit, Inc.; Greer (SC); À distance; USD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers remotely. You will guide clients through tax return preparation, provide expert tax advice, and handle questions about products and procedures.

The role emphasizes clear communication, accurate calculations, and privacy. Applicants must hold an active credential (CPA/EA/Attorney), with 2+ years of 1040 experience, and be eligible for state licensure and PTIN.

Qualifications

• Must possess active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal/state individual 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain related State licenses/certificates/bonds and an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Standing knowledge of Circular 230 and tech proficiency.

Responsabilités

• Assist customers virtually to complete tax returns using TurboTax products.
• Provide tax advice and full service return preparation and e-signature.
• Answer product/software questions and compute taxes for customers.
• Document interactions and meet KPI metrics and program goals.
• Participate in pilot testing, training, and cross-training as needed.

Connaissances

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Formation

CPA/EA/Practicing Attorney credential

State licenses/certificates

PTIN

Outils

Commercial tax preparation software

Description du poste

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers remotely. You will guide clients through tax return preparation, provide expert tax advice, and handle questions about products and procedures.

The role emphasizes clear communication, accurate calculations, and privacy. Applicants must hold an active credential (CPA/EA/Attorney), with 2+ years of 1040 experience, and be eligible for state licensure and PTIN.