Senior Tax Advisor (Remote)

Intuit, Inc.; Panama City (FL); Remote; USD 37,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns virtually. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers and enhance the Intuit brand.

The role requires an active credential (CPA/EA/Practicing Attorney) and a minimum of 20 hours per week. You will interact with customers via video, support both individual federal and state returns, and contribute to customer satisfaction and

Qualifications

• Must possess an active unrestricted credential: CPA, EA, 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 related state licenses, PTIN, and be willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using deep tax knowledge and empathy.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in training, pilot projects, and ongoing professional development.

Skills

Credential required (CPA/EA/Attorney)

Tax preparation experience

English/Spanish a plus

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns virtually. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers and enhance the Intuit brand.

The role requires an active credential (CPA/EA/Practicing Attorney) and a minimum of 20 hours per week. You will interact with customers via video, support both individual federal and state returns, and contribute to customer satisfaction and