Senior Tax Expert & Advisor (CPA/EA) – Virtual

Intuit, Inc.; Jacksonville (FL); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns virtually. The role requires an active CPA/EA/Practicing Attorney credential, strong tax knowledge, and excellent communication skills.

You will guide customers through tax preparation, answer questions, and document interactions across a remote platform, while meeting performance metrics and participating in ongoing training.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of recent federal/state individual tax return prep experience.
• Must have or obtain state licenses, PTIN, and other related credentials.
• Willing to work minimum 20 hours per week and handle tax person inquiries.
• Strong knowledge of tax laws and Circular 230; proficient tech user.

Responsibilities

• Virtual, customer-facing role using video communications to assist taxpayers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and experience validations.

Skills

Active CPA/EA/Attorney credential

Tax preparation

Customer service

Video calls

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a highly qualified tax professional to help TurboTax customers complete their returns virtually. The role requires an active CPA/EA/Practicing Attorney credential, strong tax knowledge, and excellent communication skills.

You will guide customers through tax preparation, answer questions, and document interactions across a remote platform, while meeting performance metrics and participating in ongoing training.