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

Intuit, Inc.; Fort Mill (SC); Remote; USD 33,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns remotely.

You will provide expert tax guidance, perform full-service return preparation and signature, and answer product questions with clear, everyday language. This role requires an active credential (CPA/EA/Attorney), solid tax prep experience, and the ability to work at least 20 hours weekly from the United States.

Qualifications

• Active credential (CPA/EA/Attorney) required with tax prep experience.
• 2+ years of federal and state 1040 preparation for 30+ clients per season.
• Must hold or obtain state licenses and PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and related tax rules.
• Proficient with technology and tax software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service prep and signature, product questions, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and company policies to resolve inquiries.
• Document all customer interactions
• Meet KPI metrics and Big Bet Goals
• Participate in pilot tests and projects as needed
• Complete required training and compliance programs

Skills

Active credential (CPA/EA/Attorney)

2+ years tax prep experience

State licenses / PTIN

20+ hours/week availability

Circular 230 knowledge

Tech proficient

English/Spanish a plus

US resident

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns remotely.

You will provide expert tax guidance, perform full-service return preparation and signature, and answer product questions with clear, everyday language. This role requires an active credential (CPA/EA/Attorney), solid tax prep experience, and the ability to work at least 20 hours weekly from the United States.