Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Columbia Township (MO); A distancia; USD 34.000 - 47.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their taxes via virtual consultations. You will guide clients through tax preparation, provide expert advice, and explain complex tax terms in clear language.

The role requires an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 preparation experience for at least 30 clients per season, and PTIN ownership. This is a remote, part-time position with training and compliance requirements.

Formación

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using tax software.
• Must possess or be able to obtain state licenses/certificates/permits.
• Must possess an active PTIN.

Responsabilidades

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep tax knowledge and empathy, and explain tax terms in plain language.
• Leverage government websites and resources to deliver the right answers, adhering to policies and procedures.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required, including compliance and product up-skilling.

Conocimientos

CPA/EA/Attorney

Tax preparation experience

PTIN

Circular 230

Bilingual EN/ES

US residency

Educación

State licenses/permits

Herramientas

Tax preparation software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their taxes via virtual consultations. You will guide clients through tax preparation, provide expert advice, and explain complex tax terms in clear language.

The role requires an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 preparation experience for at least 30 clients per season, and PTIN ownership. This is a remote, part-time position with training and compliance requirements.