Remote Tax Advisor (CPA/EA/Attorney)

Jobtome; Riverside (CA); Remoto; USD 40.000 - 51.000; Tempo integral

Benefícios oferecidos por esta vaga

Cash bonus

Equity rewards

Benefits

Resumo da vaga

Jobtome seeks an experienced tax professional for a remote, virtual role helping customers with TurboTax products. You will provide tax advice, prepare returns, and explain tax terms to clients, with emphasis on accuracy and customer empathy.

The position requires an active credential (CPA/EA/Attorney), at least 2 years of 1040 experience, and a willingness to work 20+ hours per week from anywhere in the United States.

Qualificações

• Must possess active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active 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 a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsabilidades

• 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 inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge and expertise in 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.

Conhecimentos

Excellent communication

Bilingual English/Spanish

Customer service

Critical thinking

Problem solving

Documentation

Formação

Active CPA/EA/Practicing Attorney credential

PTIN

Ferramentas

Tax preparation software

Government websites/resources

Video communications software (Smartlook)

Descrição da vaga

Jobtome seeks an experienced tax professional for a remote, virtual role helping customers with TurboTax products. You will provide tax advice, prepare returns, and explain tax terms to clients, with emphasis on accuracy and customer empathy.

The position requires an active credential (CPA/EA/Attorney), at least 2 years of 1040 experience, and a willingness to work 20+ hours per week from anywhere in the United States.