Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Chagrin Falls (OH); A distancia; USD 34.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in preparing federal and state returns through a virtual, video-based support channel.

You will deliver expert tax guidance, perform full-service return preparations, and respond to product inquiries with a high standard of customer service. The role requires an active unrestricted credential (CPA/EA/Attorney), 2+ years of experience, PTIN, and the ability to work at least 20 hours per week.

Formación

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal and state 1040 preparation for at least 30 clients per season using tax software.
• Willing to obtain state licenses/certificates; PTIN; knowledge of Circular 230.

Responsabilidades

• Interact with customers virtually using video communications software to assist with tax returns.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics and program goals.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Communication

Problem solving

Fast-paced environment

Video conferencing

PTIN

Bilingual English/Spanish

Herramientas

TurboTax software

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in preparing federal and state returns through a virtual, video-based support channel.

You will deliver expert tax guidance, perform full-service return preparations, and respond to product inquiries with a high standard of customer service. The role requires an active unrestricted credential (CPA/EA/Attorney), 2+ years of experience, PTIN, and the ability to work at least 20 hours per week.