Remote Tax Advisor (CPA/EA/Attorney) - Expert Returns

Intuit, Inc.; Savannah (GA); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax expert to help customers complete their taxes using TurboTax products in a fully remote, virtual setting.

You will guide customers through tax preparation, provide explanations of tax terms, and deliver high quality service to enhance the brand experience. You will use established resources and government sources to deliver accurate answers, training, and process compliance while meeting KPIs.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or practicing attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses/certificates/permits.
• Must possess PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using video communications software to provide expert tax guidance.
• Assist TurboTax customers with tax return preparation, advice, and product inquiries.
• Document customer interactions and resolve inquiries using defined policies and resources.
• Aim to meet KPIs and participate in pilots and training as required.

Skills

Active credential

Tax preparation

Customer service

Video interaction

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. seeks a tax expert to help customers complete their taxes using TurboTax products in a fully remote, virtual setting.

You will guide customers through tax preparation, provide explanations of tax terms, and deliver high quality service to enhance the brand experience. You will use established resources and government sources to deliver accurate answers, training, and process compliance while meeting KPIs.