Senior Tax Advisor - Remote (CPA/EA)

Intuit, Inc.; Colorado Springs (CO); Remote; USD 37,000 - 48,000; Part time

Benefits offered by this job

Bonus eligibility

Benefits

Remote work

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in a virtual, customer-facing role.

You will provide expert tax guidance, prepare returns, and explain tax concepts using video tools. The ideal candidate holds an active CPA/EA/Practicing Attorney credential, has 2+ years of Federal/State 1040 prep experience for many clients, and can work at least 20 hours per week from the United States.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years federal/state 1040 prep for 30+ clients seasonally using tax software.
• State licenses/permits/bonds and PTIN.
• Willing to work at least 20 hours/week.
• Familiar with Circular 230 and tax laws.
• Strong tech proficiency and video/audio interaction capabilities.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• English/Spanish bilingual a plus.

Responsibilities

• Assist TurboTax customers via video interface to complete tax returns.
• Provide tax advice, full-service return prep, and product/software inquiries.
• Document customer interactions and ensure accurate record-keeping.
• Aim for high-quality customer experiences with empathy and expertise.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax knowledge

Customer service

Video communication

Written & verbal comms

Bilingual EN/ES

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in a virtual, customer-facing role.

You will provide expert tax guidance, prepare returns, and explain tax concepts using video tools. The ideal candidate holds an active CPA/EA/Practicing Attorney credential, has 2+ years of Federal/State 1040 prep experience for many clients, and can work at least 20 hours per week from the United States.