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Credentialed Bilingual Tax Advisor - CPA - Work From Home

Intuit

Hialeah (FL)

Remote

USD 110,000 - 170,000

Part time

2 days ago
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Job summary

A leading financial services company seeks Credentialed Bilingual Tax Advisors to work from home during the tax season. The role involves assisting clients with tax filings, leveraging TurboTax, and providing exceptional service in a remote setting. Candidates must possess an active PTIN and relevant credentials (CPA/EA) and have strong customer service and bilingual skills.

Benefits

401(k) with matching
Employee stock purchase plan
Paid sick leave
Product discounts
Free copy of TurboTax Live

Qualifications

  • Minimum 2 years of experience in filing federal and state 1040 tax returns.
  • Strong tax law knowledge.
  • Excellent communication skills, both written and verbal.

Responsibilities

  • Assist customers with tax preparation and filing using TurboTax.
  • Provide tax advice and manage customer inquiries through video and audio communication.
  • Document customer interactions accurately.

Skills

Bilingual (English/Spanish)
Customer service
Tax preparation experience

Education

Active PTIN
CPA or EA designation

Job description

Credentialed Bilingual Tax Advisor - CPA - Work From Home
Credentialed Bilingual Tax Advisor - CPA - Work From Home

1 week ago Be among the first 25 applicants

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Overview

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!

Overview

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: 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 free copy of TurboTax Live.
  • As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

What you'll bring

Who You Are

  • As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
  • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
  • Bilingual (English/Spanish) communication skills (written & spoken)
  • You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
  • You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need

  • Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
  • Must be available to work a minimum of 20 hours per week, spread across three or more days

How you will lead

What You Will Do

  • In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
  • You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
  • This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.

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

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Part-time
Job function
  • Job function
    Accounting/Auditing and Finance
  • Industries
    Software Development

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