Senior Tax Advisor - Remote CPA/EA Expert

Intuit, Inc.; Mays Chapel (MD); Remote; USD 37,000 - 48,000; 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 TurboTax customers with federal and state returns in a virtual, customer-facing role.

The position emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms using professional communication and video tools. You will work from a home setup in the United States, completing training and meeting KPI goals.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of federal/state individual 1040 tax return preparation experience for at least 30 clients per season.
• Must have or obtain state licenses/certificates/permits/bonds.
• Must have PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Ability to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers on tax returns or delegated returns with: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot tests and projects as needed.
• Complete required training including compliance and cross-training.

Skills

Customer service

Communication skills

Video conferencing

Tax knowledge

Technology proficiency

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

The position emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax terms using professional communication and video tools. You will work from a home setup in the United States, completing training and meeting KPI goals.