Senior Tax Advisor — Remote CPA/EA Expert

Intuit, Inc.; Macon (GA); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks highly motivated tax professionals with active credentials to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, while delivering high-quality service remotely across the United States. The role emphasizes customer delight, strong product knowledge, and adherence to training and compliance requirements.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• PTIN active.
• Willing to work minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Good verbal and written communication skills.
• Able to work in fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full service return preparation via virtual video interactions.
• Assist TurboTax customers with tax calculations and product inquiries.
• Document customer interactions and maintain high quality customer experiences.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in training, projects, and experience validations as needed.

Skills

Customer service

Tax knowledge

Video/phone communication

Education

CPA/EA/Practicing Attorney credential

Tools

Intuit TurboTax software

Smartlook

Job description

Intuit, Inc. seeks highly motivated tax professionals with active credentials to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, while delivering high-quality service remotely across the United States. The role emphasizes customer delight, strong product knowledge, and adherence to training and compliance requirements.