Senior Tax Advisor (Remote) — CPA/EA

Intuit, Inc.; Gastonia (NC); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active, unrestricted credential to help TurboTax customers complete their returns remotely using video tools.

The role requires 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and active state licenses, plus willingness to train. You will provide tax guidance, full-service preparation, and clear explanations, while documenting interactions and meeting KPI targets.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong communication skills.
• Willing to reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full-service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and required trainings.

Skills

Unrestricted credential

Customer service

Verbal & written comms

Critical thinking

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active, unrestricted credential to help TurboTax customers complete their returns remotely using video tools.

The role requires 2+ years of federal/state 1040 prep for at least 30 clients per season, PTIN, and active state licenses, plus willingness to train. You will provide tax guidance, full-service preparation, and clear explanations, while documenting interactions and meeting KPI targets.