Senior Tax Advisor (CPA/EA) — Remote Expert Guidance

Intuit, Inc.; Mays Chapel (MD); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, handle tax calculations, and explain tax terms in plain language while using video tools to interact with customers. Applicants should have an active CPA/EA/Attorney credential and at least two years of experience serving a minimum of 30 clients per season.

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 individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses and PTIN.

Responsibilities

• Provide expert tax guidance and explanations to TurboTax customers via video.
• Perform full service return preparation and signature when needed.
• Troubleshoot tax questions using government sites and professional resources.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation expertise

Customer service

Communication skills

Video calls

Education

CPA/EA/Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, handle tax calculations, and explain tax terms in plain language while using video tools to interact with customers. Applicants should have an active CPA/EA/Attorney credential and at least two years of experience serving a minimum of 30 clients per season.