Senior Tax Advisor — Remote (CPA/EA)

Intuit, Inc.

Troy (MI)

Remote

USD 34,000 - 50,000

Full time

7 hours ago
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Benefits offered by this job

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Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role is virtual and customer-facing, leveraging advanced video tools to deliver high-quality customer experiences while supporting training and policy compliance. You will utilize government resources and team expertise to resolve inquiries, aiming for strong KPI metrics and participation in pilots and enhancements.

Qualifications

  • Active unrestricted credential required (CPA/EA/Attorney).
  • 2+ years of federal/state 1040 prep for at least 30 clients per season.
  • Must hold PTIN and state licenses/bonds as applicable.
  • Willing to work a minimum of 20 hours per week.
  • Proficient with government websites and tax software.
  • Must have reliable hardwired internet connection meeting security criteria.

Responsibilities

  • Interact with customers via video and audio tools.
  • Provide tax advice and full-service return preparation and signature.
  • Answer product/ software inquiries and perform tax calculations.
  • Document customer interactions and meet KPI targets.
  • Participate in training, pilot tests, and compliance programs.

Skills

Unrestricted credential (CPA/EA/Attny)
Tax preparation experience
Customer service
Verbal & written communication
Bilingual English/Spanish

Tools

Smartlook
Video conferencing tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role is virtual and customer-facing, leveraging advanced video tools to deliver high-quality customer experiences while supporting training and policy compliance. You will utilize government resources and team expertise to resolve inquiries, aiming for strong KPI metrics and participation in pilots and enhancements.

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