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

Intuit, Inc.; Des Moines (IA); Remote; USD 33,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. The role requires an active unrestricted credential and at least two years of federal/state 1040 preparation experience for numerous clients per season.

You will provide expert tax guidance, do full-service returns, and answer questions about taxes and software. A minimum of 20 hours per week is required; training and KPI targets are part of the role.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses/certificates.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide tax guidance and explanations to TurboTax customers.
• Perform full-service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and apply company policies.
• Meet KPIs and participate in pilot tests and trainings.
• Interact with customers via video/audio tools in a professional manner.

Skills

Tax preparation

Customer service

Video interface

Research skills

Tech proficiency

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. The role requires an active unrestricted credential and at least two years of federal/state 1040 preparation experience for numerous clients per season.

You will provide expert tax guidance, do full-service returns, and answer questions about taxes and software. A minimum of 20 hours per week is required; training and KPI targets are part of the role.