Virtual Senior Tax Advisor (CPA/EA)

Intuit, Inc.; Mansfield (MA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, assist with returns, and explain tax concepts in clear language.

The role emphasizes strong customer service, training, and adherence to policy, with flexibility to participate in pilots and new product offerings. The position requires an active CPA/EA/Practicing Attorney credential, 2+ years of experience, and residency in the United States.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• State licenses, permits, or bonds required; PTIN needed.
• Willing to work a minimum of 20 hours per week; reside in the United States.
• Circular 230 knowledge a plus.

Responsibilities

• Virtual, customer-facing role using video communications.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms and guide customers using simple language.
• Document customer interactions and comply with policies.
• Meet KPIs and participate in trainings and validations.

Skills

Active unrestricted credential

Tax preparation experience

Video/customer service

Strong communication

PTIN

Bilingual English/Spanish

Tools

Tax software experience

Job description

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, assist with returns, and explain tax concepts in clear language.

The role emphasizes strong customer service, training, and adherence to policy, with flexibility to participate in pilots and new product offerings. The position requires an active CPA/EA/Practicing Attorney credential, 2+ years of experience, and residency in the United States.