Senior Tax Advisor (CPA/EA) - Remote Tax Prep

Intuit, Inc.; Annapolis (MD); Remote; USD 37,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers with federal and state returns via video interactions. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes.

This virtual role emphasizes strong communication, adherence to security criteria, and meeting KPI metrics. Training and potential bonus eligibility are included.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Active PTIN and ability to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and software inquiries.
• Document interactions and meet KPI metrics and project milestones.
• Complete required training and comply with security and policy requirements.

Skills

Tax knowledge

Customer service

Video communication

Problem solving

Research skills

Communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers with federal and state returns via video interactions. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes.

This virtual role emphasizes strong communication, adherence to security criteria, and meeting KPI metrics. Training and potential bonus eligibility are included.