Senior Tax Advisor - Remote CPA/EA Expert

Intuit, Inc.; Bethesda (MD); Remote; USD 57,000 - 73,000; Full time

Job summary

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax.

This virtual, customer-facing role uses video communications to deliver expert guidance, tax preparation, and clear explanations of tax terms. The position emphasizes customer empathy, accuracy, and adherence to policy; requires 2+ years of federal/state 1040 prep experience, PTIN, and ability to

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Must hold or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess a PTIN (Preparer Tax Identification Number).
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government websites and professional resources to deliver accurate answers to customers.
• Document customer interactions and work toward KPI metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential (CPA/EA/Attorney)

Tax preparation expertise

Video/phone customer interactions

Job description

Intuit, Inc. in the United States seeks a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax.

This virtual, customer-facing role uses video communications to deliver expert guidance, tax preparation, and clear explanations of tax terms. The position emphasizes customer empathy, accuracy, and adherence to policy; requires 2+ years of federal/state 1040 prep experience, PTIN, and ability to