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

Intuit, Inc.

Erie (Erie County)

Remote

USD 32,000 - 52,000

Part time

10 hours ago
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Job summary

Intuit, Inc. is hiring for a remote, customer-facing tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. The role emphasizes delivering high-quality interactions, leveraging government resources, and adhering to company procedures.

The position supports training and development, with a focus on compliance and product knowledge. You will work in a fast-paced, video-enabled environment, serving clients throughout the United States and

Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
  • 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
  • Must possess or obtain related State licenses, permits or bonds and PTIN.
  • Willing to work a minimum of 20 hours per week.
  • Dedicated hardwired internet connection meeting Intuit security criteria.
  • Bilingual English/Spanish a plus.

Responsibilities

  • Provide tax guidance, full service return preparation and signature.
  • Handle product/software inquiries and tax calculations.
  • Document customer interactions and maintain KPI metrics.
  • Interact with customers via video communications software.
  • Use government websites and resources to deliver accurate answers.
  • Participate in training, pilots, and experience validations.

Skills

EA
CPA
Practicing Attorney
Customer service
Verbal communication
Written communication

Education

Active professional license (CPA/EA/Attorney)
PTIN holder
State licenses or permits

Tools

TurboTax software
Commercial tax software

Job description

Intuit, Inc. is hiring for a remote, customer-facing tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. The role emphasizes delivering high-quality interactions, leveraging government resources, and adhering to company procedures.

The position supports training and development, with a focus on compliance and product knowledge. You will work in a fast-paced, video-enabled environment, serving clients throughout the United States and

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