Virtual Senior Tax Advisor (CPA/EA) — Expert Returns

Intuit, Inc.; Mansfield (OH); Remote; USD 34,000 - 43,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is hiring a tax advisor to assist TurboTax customers in completing federal and state returns. The role is virtual, requiring active credentials and strong communication skills, with focus on tax guidance and preparation.

You will interact via video, use official resources, and ensure accurate, compliant tax support while meeting performance metrics. A minimum of 20 weekly hours is expected, and eligibility in the United States is required.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills—professional, friendly, confident via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax return preparation and related inquiries, including tax advice, full service return preparation and signature, product/software questions, and tax calculations.
• Create high quality customer interactions with empathy and deep tax expertise to instill confidence.
• Use government resources and team expertise to provide accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete all required training and development as determined by the business.

Skills

CPA credential

EA credential

Practicing attorney

Tax knowledge

Customer service

Video calls

PTIN holder

Bilingual English/Spanish

Education

CPA/EA/Attorney credential

Job description

Intuit, Inc. is hiring a tax advisor to assist TurboTax customers in completing federal and state returns. The role is virtual, requiring active credentials and strong communication skills, with focus on tax guidance and preparation.

You will interact via video, use official resources, and ensure accurate, compliant tax support while meeting performance metrics. A minimum of 20 weekly hours is expected, and eligibility in the United States is required.