Senior Tax Advisor — Remote CPA/EA Expert

Intuit, Inc.; Springfield (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to help customers complete their TurboTax returns in a virtual setting. You will provide expert tax guidance, preparation services, and clear explanations of tax terms using video interaction and state-of-the-art tools.

You will leverage your credential and strong customer service to deliver accurate advice, while adhering to training and compliance requirements. This is a remote, flexible role with performance-based compensation.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state 1040 prep for 30+ clients per season using commercial tax software.
• State licenses, certificates, permits, or bonds as applicable.
• Active PTIN.
• Willingness to work minimum 20 hours per week.
• Knowledge of Circular 230 and solid computer skills.

Responsibilities

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and resolve inquiries per defined policies.
• Meet KPI metrics and participate in trainings and projects.

Skills

Active CPA/EA/Attorney credential

Excellent communication

Customer service

Video/conference interaction

Bilingual English/Spanish a plus

Tools

TurboTax software

Smartlook video tools

Job description

Intuit, Inc. is seeking a highly qualified tax professional to help customers complete their TurboTax returns in a virtual setting. You will provide expert tax guidance, preparation services, and clear explanations of tax terms using video interaction and state-of-the-art tools.

You will leverage your credential and strong customer service to deliver accurate advice, while adhering to training and compliance requirements. This is a remote, flexible role with performance-based compensation.