Credentialed Seasonal Tax Professional

CB Canada; Peterborough; Remote; CAD 80,000 - 100,000; Part time

Job summary

A leading financial platform company is seeking a seasonal virtual tax preparation advisor to assist customers with their returns using TurboTax products. The role requires active certification such as EA or CPA, strong communication skills, and experience with tax preparation. Applicants should have excellent customer service abilities and the capability to work independently. This position offers flexible work arrangements, making it ideal for motivated individuals who excel at problem-solving and customer interaction.

Qualifications

• 3+ years of recent experience preparing 1040 tax returns.
• Audit experience with IRS and state tax authorities is a plus.
• Dedicated hardwired internet connection required.

Responsibilities

• Provide expert guidance using TurboTax products.
• Aid customers with tax advice and software inquiries.
• Document customer interactions.

Skills

Customer service skills

Communication skills

Proficient with technology

Critical thinking

Problem solving

Bilingual communication (English/Spanish)

Education

Active unrestricted credential (EA, CPA, or Practicing Attorney)

PTIN (Preparer Tax Identification Number)

Job description

Join our mission

Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.

Overview

If you are a highly motivated individual with an active unrestricted credential (CPA / EA / Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

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
• Must possess or be able to obtain any related State licenses, certificates, permits or bonds
• Must possess active PTIN (Preparer Tax Identification Number)
• 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients / customers, using commercial tax preparation software
• Working knowledge of Circular 230
• Audit experience a plus (IRS and state tax authorities)
• Proficient with technology; solid knowledge of computer operations and software
• Must have (or be willing to obtain) a dedicated hardwired internet connection
• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision
• Critical thinking, problem solving, research skills and determination
• Bilingual (English / Spanish) communication skills (written & spoken) a plus

How you will lead

• This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers
• Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product / software inquiries, and 3) Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
• Document customer interactions