Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; San Francisco, South Gate (CA, CA, IL); Híbrido; CAD 55.000 - 73.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax guidance and full-service return preparation. The role uses video communication software to interact with clients and deliver accurate tax explanations and calculations.

The position emphasizes high-quality customer interactions, adherence to stated procedures, and ongoing training. Remote work is available with a strong pay-for-performance compensation structure and regional hourly pay ranges.

Formación

• Must possess active unrestricted credential: EA, CPA, 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.
• Must possess or obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.

Responsabilidades

• Assist TurboTax customers via video communications software to provide tax advice and return preparation.
• Offer full service return preparation and signature.
• Address product and software inquiries and tax calculations.
• Document customer interactions and adhere to procedures.
• Meet KPI metrics and participate in pilot testing and training.

Conocimientos

Communication skills

Tax knowledge

Fast-paced environment

Educación

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Practicing Attorney

Herramientas

Tax software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax guidance and full-service return preparation. The role uses video communication software to interact with clients and deliver accurate tax explanations and calculations.

The position emphasizes high-quality customer interactions, adherence to stated procedures, and ongoing training. Remote work is available with a strong pay-for-performance compensation structure and regional hourly pay ranges.