Senior Tax Advisor (Remote) — CPA/EA

Intuit, Inc.; New London (CT); Remote; USD 34,000 - 50,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to guide TurboTax customers through their returns, provide tax advice, and perform full-service preparation with signature.

You will leverage government resources and Intuit tools to deliver accurate explanations and friendly service. The role requires an active unrestricted credential (CPA/EA/practicing attorney), 2+ years of experience, and availability to work at least 20 hours per week from the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must hold or obtain required state licenses and PTIN.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States and have reliable internet connectivity.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Calculate taxes and explain tax terms in plain language.
• Document customer interactions and maintain CRM quality.
• Meet KPI metrics and participate in pilot tests and training.
• Complete required training and compliance programs as directed.

Skills

Active license (CPA/EA/Attny)

Strong communication

Customer service

Tech proficiency

Bilingual EN/ES

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to guide TurboTax customers through their returns, provide tax advice, and perform full-service preparation with signature.

You will leverage government resources and Intuit tools to deliver accurate explanations and friendly service. The role requires an active unrestricted credential (CPA/EA/practicing attorney), 2+ years of experience, and availability to work at least 20 hours per week from the United States.