Senior Tax Advisor - Remote Expert

Intuit, Inc.; Suwanee (GA); Remote; USD 33,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax filings via virtual video interactions.

You will provide expert tax guidance, handle full-service return preparation and e-signatures, and respond to product inquiries while delivering clear explanations of tax terms. You will leverage trusted government sources and professional resources to deliver accurate answers, adhering to company procedures and KPI targets.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• US residency required.

Responsibilities

• Interact with customers via video using our software.
• Provide tax advice and full-service return preparation and e-signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and troubleshoot inquiries using defined procedures.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Video calls

Strong communication

Bilingual EN/ES

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax filings via virtual video interactions.

You will provide expert tax guidance, handle full-service return preparation and e-signatures, and respond to product inquiries while delivering clear explanations of tax terms. You will leverage trusted government sources and professional resources to deliver accurate answers, adhering to company procedures and KPI targets.