Remote Senior Tax Expert & Advisor

Intuit, Inc.; Folsom (CA); A distancia; USD 40.000 - 51.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Descripción de la vacante

Intuit, Inc. is seeking an experienced tax professional to assist customers with TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, prepare returns, and explain tax terms in everyday language, using video interactions to build confidence and trust. Ideal candidates hold an active unrestricted credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience for 30+ clients per season, and possess a PTIN.

Formación

• Active unrestricted credential: CPA/EA/Practicing Attorney required.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business, including compliance and up-skilling.

Descripción del empleo

Intuit, Inc. is seeking an experienced tax professional to assist customers with TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, prepare returns, and explain tax terms in everyday language, using video interactions to build confidence and trust. Ideal candidates hold an active unrestricted credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience for 30+ clients per season, and possess a PTIN.