Remote Tax Advisor (CPA/EA/Attorney) for TurboTax

Intuit, Inc.; Kailua (HI); Remoto; USD 40.000 - 51.000; Tempo integral

Resumo da vaga

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers in completing federal and state returns from a fully remote setting in the United States.

You will deliver expert tax guidance, perform full service return preparation, and clearly explain tax concepts to customers using video interactions. Responsibilities include high-quality customer interactions, collaborative use of government resources, and adherence to company policies while achieving KPIs.

Qualificações

• Must possess active unrestricted credential: CPA (Certified Public Accountant), EA (Enrolled Agent), or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses or bonds.
• Must possess PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.

Responsabilidades

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers on tax returns: provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with deep knowledge and empathy in tax preparation.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals; participate in pilots and trainings as needed.
• Complete required training and professional development as determined by the business.

Conhecimentos

Communication skills

Video/Audio interaction

Customer service

Problem solving

Formação

Active CPA/EA/Practicing Attorney

Descrição da vaga

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers in completing federal and state returns from a fully remote setting in the United States.

You will deliver expert tax guidance, perform full service return preparation, and clearly explain tax concepts to customers using video interactions. Responsibilities include high-quality customer interactions, collaborative use of government resources, and adherence to company policies while achieving KPIs.