Credentialed Tax Expert - Bilingual Spanish

Intuit; Surprise (AZ); Remote; USD 60,000 - 100,000; Part time

Job summary

A prominent financial services company seeks a Credentialed Tax Expert to assist clients with their tax preparations during the busy tax season. This remote role requires an active tax credential, tax preparation experience, and fluency in English and Spanish. You're expected to deliver exceptional customer service while helping clients navigate tax complexities.

Benefits

401(k) savings plan with contributions

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum 2 years filing 30+ federal and state individual 1040 tax returns.
• Knowledge of tax laws and procedures.
• Excellent written and spoken communication skills.

Responsibilities

• Provide tax advice, full service return preparation.
• Interact with customers using video tools to assist with tax filing.
• Document interactions to maintain accurate records.

Skills

Bilingual (English/Spanish)

Customer service

Tax preparation experience

Education

Active PTIN

Unrestricted credential (CPA/EA/Practicing Attorney)

Job description

Credentialed Tax Expert - Bilingual Spanish

Credentialed Tax Expert - Bilingual Spanish

1 week ago Be among the first 25 applicants

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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