Virtual Senior Tax Advisor (CPA/EA)

Intuit, Inc.; San Marcos (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide customers through tax preparation, explain tax terms, and help with calculations and e-file finalized returns.

The role emphasizes clear communication, empathy, and accuracy, with training provided and performance metrics guiding ongoing development. Remote work available nationwide.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 returns prep for 30+ clients per season.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, software inquiries, and tax calculations.
• Create high-quality customer interactions using deep tax knowledge and empathy.
• Leverage government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot tax advice and prep inquiries.
• Document customer interactions for KPI tracking.
• Participate in pilots, projects, and trainings as needed.
• Complete required trainings including compliance and up-skilling.

Skills

Active/unrestricted credential

Tax preparation experience

Verbal and written communication

Bilingual English/Spanish (a plus)

Education

Active professional credential (CPA/EA/Attorney)

Tools

Commercial tax software

Job description

Intuit, Inc. seeks a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide customers through tax preparation, explain tax terms, and help with calculations and e-file finalized returns.

The role emphasizes clear communication, empathy, and accuracy, with training provided and performance metrics guiding ongoing development. Remote work available nationwide.