Remote Senior Tax Consultant (CPA/EA) - Client Expert

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

Descripción de la vacante

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. You will interact with clients via video, provide tax advice, and handle full service returns while documenting interactions and meeting KPI targets.

The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.

Formación

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040s for at least 30 clients per season using tax software.
• Must hold or obtain state licenses, PTIN, and be willing to work at least 20 hours/week.
• Strong knowledge of Circular 230 and professional communications skills.

Responsabilidades

• Work virtually with customers via video; provide tax guidance and service.
• Offer tax advice, full-service return prep and signature, and software inquiries.
• Create high quality customer interactions with empathy and expertise.
• Document interactions and meet KPI metrics and program goals.
• Complete required training and participate in tests and pilots as needed.

Conocimientos

Tax preparation

Customer service

Communication

Bilingual EN/SP

Problem solving

Technology fluency

Herramientas

Tax software

Descripción del empleo

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. You will interact with clients via video, provide tax advice, and handle full service returns while documenting interactions and meeting KPI targets.

The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.