Remote Tax Advisor: CPA/EA Eligible, Expert Guidance

Intuit, Inc.; Corpus Christi (TX); Remote; USD 50.000 - 70.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete their federal and state returns. This virtual, customer-facing role requires an active CPA/EA or practicing attorney credential and excellent communication skills.

You will provide tax advice, full-service return preparation, and explain tax concepts in plain language from a remote setting in the United States. Ideal candidates have 2+ years of 1040 prep experience for many clients per season, possess PTIN, and are willing

Qualifikationen

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Active PTIN and state licenses; willingness to obtain related licenses.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong customer service and communication skills.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Aufgaben

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms and calculations in everyday language to customers.
• Document customer interactions and follow defined procedures.
• Meet KPI metrics and participate in pilots and trainings as required.
• Work in a fast-paced environment with minimal supervision.

Kenntnisse

Active unrestricted credential (CPA/EA

Excellent communication skills

Customer service experience

Bilingual English/Spanish

Strong tax knowledge

Proficient with tax software

Ausbildung

CPA/EA/Practicing Attorney credential required

Tools

Tax preparation software

Jobbeschreibung

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete their federal and state returns. This virtual, customer-facing role requires an active CPA/EA or practicing attorney credential and excellent communication skills.

You will provide tax advice, full-service return preparation, and explain tax concepts in plain language from a remote setting in the United States. Ideal candidates have 2+ years of 1040 prep experience for many clients per season, possess PTIN, and are willing