Remote Tax Advisor: CPA/EA/Attorney Expert

Intuit, Inc.; Lansing (MI); Remote; USD 37.000 - 48.000; Vollzeit

Zusammenfassung

Intuit, Inc. seeks a highly motivated tax professional with active credentials to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, helping clients complete federal and state returns with confidence.

You will work in a virtual, customer-facing role, using video communication to interact, document interactions, and aim to meet performance KPIs while adhering to compliance requirements. Bilingual Spanish a plus.

Qualifikationen

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses/certificates/parrots? permits, or bonds.
• Must possess an active PTIN.

Aufgaben

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and experiences using deep customer empathy and extensive knowledge in tax preparation.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPIs and Big Bet Goals.
• Participate in pilot testing and training as needed.

Kenntnisse

Tax knowledge

Customer service

Video support

Communication skills

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Video conferencing

Jobbeschreibung

Intuit, Inc. seeks a highly motivated tax professional with active credentials to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, helping clients complete federal and state returns with confidence.

You will work in a virtual, customer-facing role, using video communication to interact, document interactions, and aim to meet performance KPIs while adhering to compliance requirements. Bilingual Spanish a plus.