Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Lake Oswego (OR); Remote; USD 33,000 - 55,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking a tax professional to assist TurboTax customers with expert guidance, preparation, and explanations of tax terms.

This is a virtual, customer-facing role using video tools to interact with clients and help them complete returns. You will work toward empowering customers to prepare their taxes while meeting company KPI metrics and participating in ongoing training.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice
• Full Service return preparation and signature
• Product/software inquires
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Active unrestricted credential (CPA/EA

Tax preparation experience

Video/remote customer support

Strong communication skills

Tax software proficiency

PTIN holder

Knowledge of Circular 230

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. in the United States is seeking a tax professional to assist TurboTax customers with expert guidance, preparation, and explanations of tax terms.

This is a virtual, customer-facing role using video tools to interact with clients and help them complete returns. You will work toward empowering customers to prepare their taxes while meeting company KPI metrics and participating in ongoing training.