Senior Tax Advisor — Virtual Tax Prep Expert

Intuit, Inc.; Zionsville (IN); Remote; USD 34,000 - 44,000; Full time

Job summary

Intuit, Inc. is seeking a seasoned tax professional to assist TurboTax customers with their federal and state returns. You will provide expert guidance, perform full-service return preparation, and explain tax terms to customers via a video platform.

The role requires an active credential (CPA/EA/Practicing Attorney), strong communication skills, and the ability to work remotely in the United States. Training and performance incentives are part of the package.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney).
• 2+ years of federal and state 1040 preparation for 30+ clients per season using commercial tax software.

Responsibilities

• This is a virtual, customer-facing role utilizing video communications software 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 project objectives.

Skills

Customer service

Video interface

Tax knowledge

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Tax software

Job description

Intuit, Inc. is seeking a seasoned tax professional to assist TurboTax customers with their federal and state returns. You will provide expert guidance, perform full-service return preparation, and explain tax terms to customers via a video platform.

The role requires an active credential (CPA/EA/Practicing Attorney), strong communication skills, and the ability to work remotely in the United States. Training and performance incentives are part of the package.