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

Intuit, Inc.; Montgomery (AL); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA or practicing attorney credential to help customers complete their TurboTax returns virtually.

You will guide clients through tax concepts, provide expert advice, and deliver accurate calculations while upholding Intuit’s goal of empowering prosperity. In this remote role, you will interact via video, resolve inquiries, prepare or review returns, document interactions, and strive to meet KPI targets.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain state licenses, PTIN, and be willing to work at least 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video software (Smartlook) to interact with customers.
• Provide tax advice, full-service return preparation and signature, and handle product inquiries and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document all customer interactions and monitor KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete required training and development as determined by the business, including compliance and cross-training.

Skills

Credential: CPA/EA/Attorney

1040 tax return experience

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA or practicing attorney credential to help customers complete their TurboTax returns virtually.

You will guide clients through tax concepts, provide expert advice, and deliver accurate calculations while upholding Intuit’s goal of empowering prosperity. In this remote role, you will interact via video, resolve inquiries, prepare or review returns, document interactions, and strive to meet KPI targets.