Senior Tax Advisor (CPA/EA) - Remote & Expert Tax Guidance

Intuit, Inc.; Bakersfield (CA); Remote; USD 34,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through tax preparation in a virtual setting. You will deliver expert guidance, explain tax terms, and help customers complete returns with confidence while enhancing the brand experience.

Role requires CPA/EA/Attorney credentials, strong tax knowledge, exceptional communication, and a willingness to train and adapt. This is a remote, part-time position serving US customers.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must have licenses/certificates/bonds as required by state.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong communication and customer service skills.
• Ability to work in fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Use government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax knowledge

Customer service

Video/phone communication

Tech proficiency

Education

CPA/EA/Attorney license

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through tax preparation in a virtual setting. You will deliver expert guidance, explain tax terms, and help customers complete returns with confidence while enhancing the brand experience.

Role requires CPA/EA/Attorney credentials, strong tax knowledge, exceptional communication, and a willingness to train and adapt. This is a remote, part-time position serving US customers.