Remote Tax Advisor — CPA/EA/Attorney Expert

Intuit, Inc.; Detroit (MI); A distancia; USD 34.000 - 51.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is hiring for a virtual tax expert to guide customers through TurboTax returns, provide tax calculations, and answer product questions. You will interact with clients via video, using clear language and deep tax knowledge to ensure accurate, compliant filings.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep experience for many clients, and 20+ hours weekly availability. US residency and PTIN are expected; English/Spanish bilingual skills are a plus.

Formación

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients/season using tax software.
• Must possess or obtain related state licenses/certificates.
• Must possess PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong customer service, verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using deep empathy and tax knowledge.
• Use government websites and professional resources to find and explain the right answers in plain language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document all customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations; complete required training.

Conocimientos

Unrestricted credential

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Herramientas

TurboTax software

Video conferencing software

Descripción del empleo

Intuit, Inc. is hiring for a virtual tax expert to guide customers through TurboTax returns, provide tax calculations, and answer product questions. You will interact with clients via video, using clear language and deep tax knowledge to ensure accurate, compliant filings.

The role requires an active credential (CPA/EA/Attorney), 2+ years of 1040 prep experience for many clients, and 20+ hours weekly availability. US residency and PTIN are expected; English/Spanish bilingual skills are a plus.