Remote Tax Advisor (CPA/EA) - Expert Prep & Guidance

Intuit, Inc.; Gainesville (GA); A distancia; USD 40.000 - 51.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking motivated tax professionals with active unrestricted credentials (CPA/EA/Practicing Attorney) to help customers complete their TurboTax returns.

You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality service via video interactions. Candidates must have 2+ years of federal/state 1040 prep experience, maintain PTIN, and be willing to work at least 20 hours weekly.

Formación

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service skills with professional, friendly video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• 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.

Responsabilidades

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Provide tax guidance, product inquiries, and tax calculations.
• Create high-quality customer interactions with deep knowledge and empathy.
• Use government sites and resources to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax questions.
• Document customer interactions and meet KPI metrics.
• Participate in pilots and trainings as required.

Conocimientos

Tax preparation

Customer service

Verbal communication

Written communication

Video interaction

Problem solving

Descripción del empleo

Intuit, Inc. is seeking motivated tax professionals with active unrestricted credentials (CPA/EA/Practicing Attorney) to help customers complete their TurboTax returns.

You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality service via video interactions. Candidates must have 2+ years of federal/state 1040 prep experience, maintain PTIN, and be willing to work at least 20 hours weekly.