Senior Tax Advisor - Remote (EA/CPA/Attorney)

Intuit, Inc.; Frederick (MD); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax needs via virtual video interactions.

You will provide expert tax guidance, prepare and sign returns, and respond to product questions and tax calculations with clear, everyday language. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state return prep experience for many clients, and ability to work at least 20 hours/week.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses and PTIN.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, projects, and quality validations as needed.

Skills

Active credential

Tax prep experience

Bilingual a plus

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax needs via virtual video interactions.

You will provide expert tax guidance, prepare and sign returns, and respond to product questions and tax calculations with clear, everyday language. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state return prep experience for many clients, and ability to work at least 20 hours/week.