Senior Tax Expert & Advisor (Remote)

Intuit, Inc.; Lake Elmo (MN); Remote; USD 33,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts clearly using video tools.

The role emphasizes high-quality customer interactions, compliance with Circular 230, and ongoing training. Candidates must hold an active CPA/EA or practicing attorney credential, have 2+ years of federal/state 1040 prep, and reside in the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Must hold or obtain state licenses, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours/week; resides in the United States.
• Circular 230 knowledge and good technical proficiency.

Responsibilities

• Assist customers virtually via video chat to complete tax returns.
• Provide tax advice, full service return preparation and signature.
• Explain tax terms in everyday language and consult resources to deliver accurate answers.
• Document interactions and meet KPI metrics; participate in training and pilot projects.

Skills

Active credential

Tax prep

Communication

Video interactions

Bilingual (EN/ES)

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax or similar

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform full service return preparation, and explain tax concepts clearly using video tools.

The role emphasizes high-quality customer interactions, compliance with Circular 230, and ongoing training. Candidates must hold an active CPA/EA or practicing attorney credential, have 2+ years of federal/state 1040 prep, and reside in the United States.