Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; City of Rochester (NY); Remote; USD 40.000 - 51.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will interact via video, provide tax guidance, and assist with full-service return preparation and explanations of tax terms. Applicants must hold an active unrestricted credential (EA/CPA/Attorney) with strong tax knowledge and at least 2 years of federal/state 1040 experience for many clients per season, plus PTIN ownership.

Qualifikationen

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service via video/audio tools; excellent communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Aufgaben

• 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.
• Provide full service return preparation and signature.
• Answer product/software inquiries.
• Perform tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development including compliance trainings and up-skilling.

Kenntnisse

Active unrestricted credential

Tax preparation experience

PTIN

Bilingual (EN/ES)

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will interact via video, provide tax guidance, and assist with full-service return preparation and explanations of tax terms. Applicants must hold an active unrestricted credential (EA/CPA/Attorney) with strong tax knowledge and at least 2 years of federal/state 1040 experience for many clients per season, plus PTIN ownership.