Senior Tax Advisor (Remote) – Expert Prep & Guidance

Intuit, Inc.; Sacramento (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers in completing their tax returns using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers feel confident and supported.

The role involves interacting with customers via video, delivering accurate tax advice, and ensuring compliance with tax laws. A same-day signature for returns may be required, and training will be provided to meet regulatory standards.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• Must hold or obtain state licenses, PTIN, and have internet access per security criteria.
• Willing to work minimum 20 hours per week; strong knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service returns, product inquiries, and tax calculations.
• Create high quality interactions with empathy and expertise in tax preparation.

Skills

EA/CPA/Attny credential

Tax return prep

PTIN

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a tax professional to assist customers in completing their tax returns using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers feel confident and supported.

The role involves interacting with customers via video, delivering accurate tax advice, and ensuring compliance with tax laws. A same-day signature for returns may be required, and training will be provided to meet regulatory standards.