Virtual Senior Tax Advisor (EA/CPA)

Intuit, Inc.; Waukesha (WI); Remote; USD 33,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax return preparation, guidance, and explanations of tax terms through a virtual, video-based interface.

You will deliver accurate answers using government resources and team expertise, while ensuring high-quality customer interactions and adherence to policies. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and a willingness

Qualifications

• Must possess an active unrestricted credential: EA, CPA, 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 preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Excellent verbal and written communication skills.
• 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 is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax return preparation, tax advice, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy in tax preparation.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation experience

Strong communication skills

Proficient with tax software

Customer service orientation

Willingness to work 20+ hours per week

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax return preparation, guidance, and explanations of tax terms through a virtual, video-based interface.

You will deliver accurate answers using government resources and team expertise, while ensuring high-quality customer interactions and adherence to policies. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and a willingness