Senior Tax Advisor (Remote | CPA/EA)

Intuit, Inc.; Charlotte (NC); Remote; USD 33,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance and tax preparation. You will help customers complete returns and explain tax terms to empower confident filings using industry-leading software.

You will also participate in training and compliance programs, and contribute to a positive customer experience while meeting performance metrics in a virtual setting.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of recent federal/state individual 1040 tax return prep for 30+ clients per season.
• Must hold PTIN and be able to obtain state licenses as required.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230 and tax laws.

Responsibilities

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

Skills

Tax knowledge

Communication skills

Bilingual English/Spanish

Customer service

Fast-paced environment

Education

CPA/EA/Attorney credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance and tax preparation. You will help customers complete returns and explain tax terms to empower confident filings using industry-leading software.

You will also participate in training and compliance programs, and contribute to a positive customer experience while meeting performance metrics in a virtual setting.