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

Intuit, Inc.; Columbia (MD); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly knowledgeable tax professional to assist TurboTax customers with tax preparation and expert guidance in a virtual setting.

You will explain tax terms, provide accurate advice, and help customers complete their returns using our TurboTax products. Ideal candidates hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 prep for a sizable client base, and the ability to work at least 20 hours weekly.

Qualifications

• Must possess active, unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 tax returns prep for at least 30 clients per season.
• Must possess or be able to obtain related state licenses/certifications.
• Must have an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and comfortable with video communication.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with empathy and tax expertise.
• Consult government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined processes to troubleshoot and resolve tax advice and prep inquiries.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in pilot tests and training as required.

Skills

Active unrestricted credential (CPA/EA

2+ years tax prep experience

Strong communication skills

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly knowledgeable tax professional to assist TurboTax customers with tax preparation and expert guidance in a virtual setting.

You will explain tax terms, provide accurate advice, and help customers complete their returns using our TurboTax products. Ideal candidates hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 prep for a sizable client base, and the ability to work at least 20 hours weekly.