Senior Tax Advisor (Remote) - CPA/EA/Attorney

Intuit, Inc.; Cleveland (OH); Remote; USD 34.000 - 43.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely from the United States. You will provide expert tax guidance, perform full service return preparation, and explain complex tax terms with clarity using our video tools.

Required credentials (CPA/EA/Attorney), 2+ years’ 1040 experience for many clients, and readiness for ongoing training. Strong customer service and communication skills are essential for success in a fast-paced, compliance-driven

Qualifikationen

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• Must have or obtain state licenses, PTIN, and meet security criteria.

Aufgaben

• Assist TurboTax customers virtually via video; provide tax advice and full service return prep.
• Explain tax terms and guide customers using plain language and official resources.
• Document interactions and meet KPI targets; participate in trainings and pilot projects.

Kenntnisse

Customer service

Verbal & written communication

Bilingual English/Spanish

Video/phone customer interaction

Fast-paced environment

Ausbildung

CPA/EA/Attorney license

Tools

Commercial tax prep software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely from the United States. You will provide expert tax guidance, perform full service return preparation, and explain complex tax terms with clarity using our video tools.

Required credentials (CPA/EA/Attorney), 2+ years’ 1040 experience for many clients, and readiness for ongoing training. Strong customer service and communication skills are essential for success in a fast-paced, compliance-driven