Credentialed Tax Expert - Bilingual Spanish

Intuit; Carson City (NV); Remote; USD 60,000 - 80,000; Part time

Job summary

A leading company in financial technology is seeking a Credentialed Tax Expert who is bilingual in English and Spanish for the upcoming tax season. You'll provide essential tax preparation services remotely, requiring a strong background in tax laws, software, and excellent customer service skills. This part-time role allows for flexible hours, making it ideal for those looking to earn supplemental income while helping clients navigate their tax complexities.

Benefits

401(k) savings plan with matching

Paid sick leave

E&O insurance provided

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Qualifications

• 2+ years of experience filing 30+ federal and state individual tax returns using tax software.
• Active PTIN and unrestricted credential required.
• Comfortable using video/audio communication tools.

Responsibilities

• Assist customers with tax advice and return preparation using TurboTax products.
• Provide accurate answers using professional resources and deliver in simple language.
• Document interactions accurately for customer records.

Skills

Customer Service

Tax Preparation

Bilingual (English and Spanish)

Education

EA, CPA, or Practicing Attorney

Job description

Credentialed Tax Expert - Bilingual Spanish

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

What You Get

• Company benefits include a 401(k) savings plan with matching, paid sick leave, E&O insurance provided by Intuit, 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 and extensive knowledge of tax laws, along with an active PTIN.
• Bilingual in English and Spanish (written & spoken).
• 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, comfortable interacting with customers via video and audio tools professionally, friendly, and confidently.

What You Need

• Must have (or be willing to obtain) internet connection meeting Intuit security criteria.
• 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 by 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 state-of-the-art video communication software and documenting interactions for accurate records.

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

Additional Details

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