Senior Tax Specialist - Remote CPA/EA

Intuit, Inc.; Portland (ME); Remote; USD 33,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active credential to assist TurboTax customers in completing federal and state returns, provide tax guidance, and explain tax terms via a virtual platform.

Applicants should have 2+ years of 1040 prep experience, PTIN, and strong communication skills. Remote role in the United States with potential training and performance-based rewards.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 tax return preparation for many clients.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology; comfortable with video/audio tools.
• Strong verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Work in a virtual, customer-facing role using video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer experiences with empathy and expertise in tax preparation.
• Use government sites and professional resources to deliver accurate answers in plain language.
• Follow defined practices and company policies to resolve tax inquiries.
• Document customer interactions and progress toward KPIs and goals.
• Participate in training, pilot testing, and special projects as needed.

Skills

CPA/EA/Attorney

Tax prep experience

PTIN

Customer service

Bilingual English/Spanish

Video support

Tech proficiency

State license readiness

Tools

TurboTax

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active credential to assist TurboTax customers in completing federal and state returns, provide tax guidance, and explain tax terms via a virtual platform.

Applicants should have 2+ years of 1040 prep experience, PTIN, and strong communication skills. Remote role in the United States with potential training and performance-based rewards.