Senior Tax Advisor - Remote (CPA/EA) | Tax Prep Expert

Intuit, Inc.; Anchorage (AK); Remote; USD 39,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA/Practicing Attorney credential to help TurboTax customers complete their returns virtually. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will join a team focused on accuracy, customer empathy, and compliance training, with opportunities to participate in pilots and product improvements while meeting KPI targets, in a remote US-based role.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for many clients per season.
• Must have or obtain state licenses/certificates/permits/bonds as needed.
• Must have PTIN and be willing to work 20+ hours per week.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with deep tax knowledge and empathy.
• Use government websites and professional resources to provide accurate answers.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Attend training and development as required by the business.

Skills

Active CPA/EA/Practicing Attorney

2+ years tax return prep

Excellent communication

Tech proficiency

Bilingual EN/ES a plus

Tools

Tax preparation software

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA/Practicing Attorney credential to help TurboTax customers complete their returns virtually. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will join a team focused on accuracy, customer empathy, and compliance training, with opportunities to participate in pilots and product improvements while meeting KPI targets, in a remote US-based role.