Senior Tax Advisor – Remote Expert (CPA/EA/Attorney)

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide clients, prepare returns, and explain tax terms with clear language.

Ideal candidates hold an active CPA/EA/attorney credential, have 2+ years of federal/state return prep experience, and reside in the United States. Remote work with training and KPI-driven goals are involved.

Qualifications

• Must hold an active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season using commercial tax software.
• Must reside in the United States and have reliable, wired internet.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with empathy and tax expertise.
• Use government websites and resources to find accurate, understandable answers.
• Document customer interactions and work toward KPIs and program goals.
• Complete required training and professional development.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Video/virtual support tools

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

TurboTax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide clients, prepare returns, and explain tax terms with clear language.

Ideal candidates hold an active CPA/EA/attorney credential, have 2+ years of federal/state return prep experience, and reside in the United States. Remote work with training and KPI-driven goals are involved.