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

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

Job summary

Intuit, Inc. seeks a remote tax professional with CPA/EA/Attorney credentials to guide customers through TurboTax; provide tax advice, prepare returns, and explain terms using video tools. You will use government resources and our experts to deliver accurate answers in everyday language.

The role emphasizes high-quality customer interactions, compliance, and continuous learning to achieve KPI targets and participate in ongoing training and development.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• Must hold or obtain state licenses and PTIN.
• Willing to work minimum 20 hours per week; strong Circular 230 knowledge.

Responsibilities

• Provide tax advice and full service return prep via video interface.
• Explain tax terms clearly and answer product/software questions.
• Document customer interactions and maintain accurate records.
• Meet KPIs, participate in pilot projects and required trainings.

Skills

Tax knowledge

Customer service

Verbal and written communication

Problem solving

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. seeks a remote tax professional with CPA/EA/Attorney credentials to guide customers through TurboTax; provide tax advice, prepare returns, and explain terms using video tools. You will use government resources and our experts to deliver accurate answers in everyday language.

The role emphasizes high-quality customer interactions, compliance, and continuous learning to achieve KPI targets and participate in ongoing training and development.