Remote Tax Advisor (CPA/EA) - Expert Returns

Intuit, Inc.; Folsom (CA); Teletrabalho; USD 40 000 - 51 000; Tempo parcial

Resumo da oferta

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a fully remote role. You will provide expert tax guidance, perform full-service tax preparation and signature, and address product questions via state-of-the-art video communications.

You bring active CPA/EA/attorney credentials, 2+ years of 1040 prep experience, and strong communication skills. Training, compliance, and cross-training opportunities are available; a dedicated internet

Qualificações

• Must possess active unrestricted credential: CPA/EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state individual 1040 tax return prep for 30+ clients per season using commercial software.
• Must possess or obtain relevant state licenses/certificates.
• Must have PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computers and software.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.

Responsabilidades

• Serve as a virtual, customer-facing tax advisor using video tools.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax concepts in plain language with empathy and expertise.
• Leverage government sites and resources to deliver accurate answers.
• Document each customer interaction and meet KPI metrics.
• Participate in pilots, projects, and training as required.

Conhecimentos

Tax preparation

Customer service

Verbal and written communication

Problem solving

Adaptability

Video/Audio communication tools

Bilingual English/Spanish

Technology proficiency

Formação académica

Active CPA/EA/Practicing Attorney credential

Ferramentas

TurboTax software

Video conferencing software

Descrição da oferta de emprego

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a fully remote role. You will provide expert tax guidance, perform full-service tax preparation and signature, and address product questions via state-of-the-art video communications.

You bring active CPA/EA/attorney credentials, 2+ years of 1040 prep experience, and strong communication skills. Training, compliance, and cross-training opportunities are available; a dedicated internet