Senior Tax Advisor (Remote) – Bonus & Equity Eligible

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide customers through TurboTax returns from a home-based setting. You will provide expert tax explanations, perform full-service return preparation, and address software questions using video interactions.

Requirements include an active CPA/EA/Attorney credential, 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and willingness to work 20+ hours weekly. Bilingual English/Spanish is a plus.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• State licenses or ability to obtain licenses/certificates.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and answer product questions.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Consult with customers using government sites and professional resources to deliver correct answers.
• Follow defined procedures to troubleshoot tax questions and prepare inquiries.
• Document customer interactions and progress toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required by the business.

Skills

Customer service

Verbal communication

Critical thinking

Problem solving

Education

CPA/EA/Practicing Attorney credentials

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide customers through TurboTax returns from a home-based setting. You will provide expert tax explanations, perform full-service return preparation, and address software questions using video interactions.

Requirements include an active CPA/EA/Attorney credential, 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and willingness to work 20+ hours weekly. Bilingual English/Spanish is a plus.