Senior Tax Advisor (Remote) - CPA/EA

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax returns, guidance, and explanations of tax terms in a virtual setting.

You will leverage up-to-date tax knowledge and customer empathy to deliver accurate, clear support across federal and state returns. The role requires active credentials (CPA/EA/Attorney), 2+ years of preparation experience, PTIN, and willingness to work at least 20 hours per week in a remote environment.

Qualifications

• Must possess an active, unrestricted credential (CPA/EA/Practicing Attorney).
• 2+ years of recent federal/state individual 1040 prep experience for at least 30 clients per season.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Willing to work minimum 20 hours per week.

Responsibilities

• Work in a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and ongoing professional development.

Skills

Active CPA/EA/Attorney

Customer service

Video/remote communication

Bilingual English/Spanish

Fast-paced work style

Education

PTIN holder

State licenses/permits

Tools

TurboTax software

Tax software proficiency

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax returns, guidance, and explanations of tax terms in a virtual setting.

You will leverage up-to-date tax knowledge and customer empathy to deliver accurate, clear support across federal and state returns. The role requires active credentials (CPA/EA/Attorney), 2+ years of preparation experience, PTIN, and willingness to work at least 20 hours per week in a remote environment.