Senior Tax Advisor - Remote CPA/EA Expert

Intuit, Inc.; City of Schenectady (NY); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a fully remote, virtual role.

You will provide expert tax guidance, explain tax terms, and perform full-service return preparation with signature while using state-of-the-art video communications. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 experience for many clients per season.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for 30+ clients per season using commercial tax software.
• Active PTIN and ability to obtain state licenses as needed.
• Willing to work a minimum of 20 hours per week; reside in the United States.
• Knowledge of Circular 230; strong communication and video interaction skills.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Document customer interactions; support KPI metrics and program goals.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Attention to detail

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a fully remote, virtual role.

You will provide expert tax guidance, explain tax terms, and perform full-service return preparation with signature while using state-of-the-art video communications. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 experience for many clients per season.