Senior Tax Advisor — Remote Client Guidance

Intuit, Inc.; Savannah (GA); Remote; USD 58,000 - 74,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. invites a qualified tax professional to join our TurboTax support team. In this virtual, customer-facing role, you will guide customers through their tax returns, provide expert tax explanations, and perform full service return preparation with signature when needed.

You will use our video tools to interact with clients, apply Circular 230, and leverage government resources to deliver accurate, clear answers. A strong emphasis on customer empathy and KPI performance is required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for multiple clients per season.

Responsibilities

• Interact with customers via video using Intuit's software to provide expert tax guidance.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document interactions and work toward defined KPIs and Big Bet Goals.

Skills

Tax preparation

Customer service

Communication skills

Video interactions

Education

CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. invites a qualified tax professional to join our TurboTax support team. In this virtual, customer-facing role, you will guide customers through their tax returns, provide expert tax explanations, and perform full service return preparation with signature when needed.

You will use our video tools to interact with clients, apply Circular 230, and leverage government resources to deliver accurate, clear answers. A strong emphasis on customer empathy and KPI performance is required.