Senior Tax Consultant — Remote + Equity & Bonus

Intuit, Inc.; Davenport (IA); Remote; USD 55,000 - 82,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products. This remote, virtual role leverages video communications to deliver expert tax guidance and full-service return preparation with client confidence.

You will use government resources and company policies to provide accurate answers, document interactions, and meet KPI goals while undergoing required training and compliance.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Bilingual (English/Spanish) is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquires and tax calculations.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

CPA

EA

Practicing Attorney

Tax preparation

Customer service

Video conferencing

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products. This remote, virtual role leverages video communications to deliver expert tax guidance and full-service return preparation with client confidence.

You will use government resources and company policies to provide accurate answers, document interactions, and meet KPI goals while undergoing required training and compliance.