Senior Tax Advisor (CPA/EA) — Remote Tax Prep & Guidance

Intuit, Inc.; Westlake (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert tax advice, and perform full-service preparations with clear explanations of tax terms.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience, and ability to work at least 20 hours weekly from the United States. Strong communication and tech skills are essential.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years' experience preparing federal and state 1040 returns for 30+ clients per season.
• Must have or obtain state licenses, PTIN, and comply with Circular 230.
• Willing to work a minimum of 20 hours per week; reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full-service return prep and signature, product questions, tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find accurate answers in everyday language.
• Follow defined processes to troubleshoot and resolve tax questions.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and training.
• Complete required trainings and compliance programs as needed.

Skills

CPA/EA/Attorney

Tax preparation experience

Customer service

Verbal & written communication

Bilingual English/Spanish

Problem solving

Fast-paced environment

Tech savviness

Education

PTIN

State licenses/certificates

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert tax advice, and perform full-service preparations with clear explanations of tax terms.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience, and ability to work at least 20 hours weekly from the United States. Strong communication and tech skills are essential.