Senior Tax Consultant: Remote Tax Expert & Advisor

Intuit, Inc.; Norwalk (CT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

The role emphasizes delivering accurate, easy-to-understand information and ensuring customer confidence through high-quality interactions. The position requires an active credential (CPA/EA/Practicing Attorney) with several years of experience and the ability to work at least 20 hours weekly from the United States, with a flexible

Qualifications

• Must possess an active unrestricted credential (CPA, EA, or Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain any related state licenses, certificates, permits, or bonds and a PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Assist TurboTax users with tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using deep knowledge and empathy.
• Use government websites and professional resources to deliver accurate answers in plain language.
• Follow defined procedures and policies to troubleshoot and resolve inquiries.
• Document all customer interactions and maintain records.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and special projects as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential (CPA/EA

Tax preparation experience

Excellent communication skills

Bilingual English/Spanish (a plus)

Video/ audio interaction proficiency

Proficient with technology

Tools

Commercial tax preparation software

Smartlook video communications

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

The role emphasizes delivering accurate, easy-to-understand information and ensuring customer confidence through high-quality interactions. The position requires an active credential (CPA/EA/Practicing Attorney) with several years of experience and the ability to work at least 20 hours weekly from the United States, with a flexible