Senior Tax Consultant (Remote) - CPA/EA/Attorney Expert

Intuit, Inc.; Alexandria (VA); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers via a virtual, video-based platform. You will provide expert guidance on tax preparation and explanations of tax terms, helping customers complete their returns with accuracy and confidence.

Responsibilities include delivering tax advice, performing full-service return preparation, and handling product inquiries. Training, security requirements, and the ability to work at least 20 hours weekly are required.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent federal and state individual 1040 tax return preparation experience for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain相关 State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Circular 230 knowledge.
• Proficient with technology and computer software.
• Strong customer service skills with professional, friendly, confident video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax advice, full-service return preparation and signature, product/software inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Leverage government websites, professional resources, and team expertise to deliver the right answers in plain language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business, including compliance and up-skilling.

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers via a virtual, video-based platform. You will provide expert guidance on tax preparation and explanations of tax terms, helping customers complete their returns with accuracy and confidence.

Responsibilities include delivering tax advice, performing full-service return preparation, and handling product inquiries. Training, security requirements, and the ability to work at least 20 hours weekly are required.