Bilingual Credentialed Tax Professional - Work From Home

Intuit; Columbus (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit is seeking a bilingual Credentialed Tax Professional to join our remote TurboTax support team. You will help customers complete their taxes with expert guidance and full service preparation, leveraging your active credential and deep tax knowledge.

You will interact with customers via video and audio tools, deliver accurate tax calculations, and document interactions while meeting KPI goals in a fast-paced, remote environment.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
• 2+ years of recent federal and state 1040 prep for at least 30 clients per season using tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Strong critical thinking and problem solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high-quality customer interactions using empathy and deep tax expertise.
• Leverage government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax questions.
• Document customer interactions and fulfill KPI goals.
• Participate in pilots, projects and experience validations as needed.

Skills

Active credential

Tax preparation experience

State licenses

PTIN

Circular 230 knowledge

Tech proficiency

Customer service

Written and verbal communication

Critical thinking

Fast-paced environment

Stable internet

US resident

Job description

Bilingual Credentialed Tax Professional - Work From Home

Intuit

Job Category

Accounting

Overview

Description

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 be working toward advancing our goal of “Powering Prosperity Around the World” by providing expert guidance, tax preparation, 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.

What you'll bring

• 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 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation 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).
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, 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.
• Must reside in the United States.

For internal use: tst es

How you will lead

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquires
  • Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) 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 customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.