Senior Tax Advisor - Remote CPA/EA Expert

Intuit, Inc.; Phoenix (AZ); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual environment. You will guide customers with tax preparation, explanations of tax terms, and expert advice to empower them to file confidently.

The role emphasizes excellent communication, adherence to policy, and ongoing training to support customers and the brand. A strong pay-for-performance compensation package and benefits are provided.

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal & state 1040 returns for 30+ clients per season.
• Able to obtain related state licenses/certificates.
• Must have PTIN.
• Willing to work a minimum of 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using deep tax knowledge and empathy.
• Utilize government resources and team expertise to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Remote work tech

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual environment. You will guide customers with tax preparation, explanations of tax terms, and expert advice to empower them to file confidently.

The role emphasizes excellent communication, adherence to policy, and ongoing training to support customers and the brand. A strong pay-for-performance compensation package and benefits are provided.