Senior Tax Advisor (EA/CPA) — Remote & Customer-Facing

Intuit, Inc.; Orlando (FL); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This virtual, customer-facing role focuses on expert guidance, tax preparation, and explanation of tax terms to empower customers.

You will interact via video and provide tax advice, full-service return preparation, and product inquiries. Training and compliance requirements apply, with a focus on reliability and customer satisfaction.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must have or obtain state licenses, PTIN, and compliance with Circular 230.
• Willing to work a minimum of 20 hours per week.
• Excellent written and verbal communication; able to interact via video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Utilize government resources and team expertise to deliver accurate answers.
• Document customer interactions and meet KPI metrics.

Skills

CPA

EA (Enrolled Agent)

Practicing Attorney

Tax preparation

Customer service

Video conferencing

Bilingual (EN/ES) a plus

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This virtual, customer-facing role focuses on expert guidance, tax preparation, and explanation of tax terms to empower customers.

You will interact via video and provide tax advice, full-service return preparation, and product inquiries. Training and compliance requirements apply, with a focus on reliability and customer satisfaction.