Virtual Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Sacramento (CA); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks highly qualified tax professionals to assist TurboTax customers remotely. You will deliver expert tax guidance, perform full service returns, and explain tax terms via video. Strong communication and client empathy are essential.

Requirements include active CPA/EA/practicing attorney credentials, 2+ years 1040 prep, PTIN, and willingness to train and meet performance targets while residing in the United States.

Qualifications

• Active unrestricted credential: CPA, EA or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• State licenses/permits/bonds as applicable and PTIN.
• Willing to work at least 20 hours per week and reside in the U.S.

Responsibilities

• Provide tax guidance and full service return preparation via video.
• Explain tax terms clearly and assist with product questions.
• Document interactions and meet KPI metrics.
• Participate in training and development as required.

Skills

Bilingual Eng/Span

Customer service

Communication

Problem solving

Education

CPA

Enrolled Agent (EA)

Practicing Attorney

Tools

TurboTax software

Tax preparation software

Job description

Intuit, Inc. seeks highly qualified tax professionals to assist TurboTax customers remotely. You will deliver expert tax guidance, perform full service returns, and explain tax terms via video. Strong communication and client empathy are essential.

Requirements include active CPA/EA/practicing attorney credentials, 2+ years 1040 prep, PTIN, and willingness to train and meet performance targets while residing in the United States.