Senior Tax Advisor (Remote) – CPA/EA, TurboTax Expert

Intuit, Inc.; Bloomington (IL); Remote; USD 37,000 - 48,000; Part time

Job summary

Intuit, Inc. in the United States seeks an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work remotely in a customer-facing capacity, delivering accurate, policy-guided help and ensuring high-quality experiences that build trust. Ideal candidates have an active unrestricted credential (EA/CPA/Attorney), 2+ years of federal/state 1040 prep, PTIN, and strong communication skills in English (Spanish a plus).

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must reside in the United States.
• Willingness to work minimum 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Must complete all required training and development as determined by the business.

Skills

Active credential

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Job description

Intuit, Inc. in the United States seeks an experienced tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work remotely in a customer-facing capacity, delivering accurate, policy-guided help and ensuring high-quality experiences that build trust. Ideal candidates have an active unrestricted credential (EA/CPA/Attorney), 2+ years of federal/state 1040 prep, PTIN, and strong communication skills in English (Spanish a plus).