Remote Tax Advisor | CPA/EA/Attorney Expert

Intuit, Inc.; Modesto (CA); Remote; USD 30.000 - 51.000; Teilzeit

Benefits dieser Stelle

Competitive compensation

Performance rewards

Zusammenfassung

Intuit, Inc. is seeking a Tax Expert to assist TurboTax customers with federal and state tax returns, using video interactions to explain tax terms and guidance.

The role emphasizes high-quality customer interactions, training, and adherence to policies in a fast-paced virtual environment. You will support earlier and later stages of tax preparation, perform calculations, and leverage government sites and team expertise to deliver accurate answers in everyday language.

Qualifikationen

• Active unrestricted credential required (CPA/EA/Practicing Attorney) with strong tax prep experience.
• 2+ years of federal and state individual 1040 return prep for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, permits, certificates, or bonds.
• Active PTIN required.
• Willing to work at least 20 hours per week.
• Proficient with technology and tax software.

Aufgaben

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation, and product questions.
• Document customer interactions and assist customers with tax concepts in plain language.
• Meet KPI metrics and participate in pilots and upgrades as needed.

Kenntnisse

CPA

EA

Practicing Attorney

Tax preparation

Customer service

Video/phone consultations

Ausbildung

State licenses

Tools

TurboTax

Tax software

Jobbeschreibung

Intuit, Inc. is seeking a Tax Expert to assist TurboTax customers with federal and state tax returns, using video interactions to explain tax terms and guidance.

The role emphasizes high-quality customer interactions, training, and adherence to policies in a fast-paced virtual environment. You will support earlier and later stages of tax preparation, perform calculations, and leverage government sites and team expertise to deliver accurate answers in everyday language.