Bilingual Credentialed Tax Professional - Remote

Intuit; Fort Collins (CO); Remote; USD 52,000 - 80,000; Full time

Job summary

A leading company in financial solutions is seeking a Bilingual Credentialed Tax Professional for a remote position. Applicants should have an active PTIN, relevant tax credentials, and a passion for helping clients. This role involves assisting customers with tax preparation and providing excellent service through virtual communication. You'll enjoy company benefits while working from home or your office.

Benefits

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

E&O insurance provided by Intuit

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum 2 years of experience in tax filing with commercial software.
• Must hold an active PTIN and unrestricted credential.
• Bilingual in English and Spanish.

Responsibilities

• Assist customers using TurboTax products for tax preparation.
• Provide tax advice and manage customer inquiries via video communication.
• Document customer interactions accurately.

Skills

Tax Preparation

Bilingual Communication

Customer Service

Education

Active PTIN

EA, CPA, or Practicing Attorney Credential

Job description

Bilingual Credentialed Tax Professional - Remote

Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney), we would love to connect with you!

What You Get

• Company benefits include: 401(k) savings plan with Intuit matching, paid sick leave, Intuit-provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts, and a free copy of TurboTax Live.
• This position offers the opportunity to work 100% remotely, collaborating with an exceptional team from your home or office.

Who You Are

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney, with strong tax preparation experience, extensive knowledge of tax laws, and an active Preparer Tax Identification Number (PTIN).
• Bilingual in English and Spanish, with excellent written and spoken communication skills.
• Passionate about helping clients navigate tax complexities and committed to enhancing our brand by delighting customers and empowering them to prepare their taxes.
• Excellent customer service skills and comfortable interacting with customers via video and audio tools in a professional, friendly, and confident manner.

What You Need

• Internet connection meeting Intuit security criteria (must have or be willing to obtain).
• Availability to work at least 20 hours per week, spread over three or more days.

What You Will Do

• Assist customers in completing their taxes using TurboTax products, providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
• This is a virtual, customer-facing role, utilizing video communication software to interact with customers and documenting interactions for accurate records.

If you reside in the United States and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!