Remote Tax Advisor - CPA/EA Expert Returns

Intuit, Inc.; Broomfield (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers with tax guidance, preparation, and explanations of tax and technical terms.

This is a fully virtual, customer-facing role leveraging video communications to deliver high-quality experiences. The candidate should have 2+ years of federal/state 1040 preparation experience, knowledge of tax laws, and be willing to complete required compliance and

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Job description

Intuit, Inc. is seeking a highly motivated professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers with tax guidance, preparation, and explanations of tax and technical terms.

This is a fully virtual, customer-facing role leveraging video communications to deliver high-quality experiences. The candidate should have 2+ years of federal/state 1040 preparation experience, knowledge of tax laws, and be willing to complete required compliance and