Remote Tax Advisor (CPA/EA) for Expert Returns

Intuit, Inc.; Bloomfield (CT); À distance; USD 40 000 - 51 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking a qualified tax professional to guide TurboTax customers through federal and state returns remotely. You will provide expert guidance, perform full-service return prep and explain tax concepts clearly.

Requirements include active CPA/EA/attorney credentials, 2+ years of federal/state prep experience, PTIN, and ability to work at least 20 hours weekly. You will use video tools to interact with customers and meet KPI targets.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and strong technical aptitude.

Responsabilités

• Interact with customers virtually using video communications software to provide tax guidance and support.
• Perform full service tax return preparation and signature.
• Explain tax concepts and answer product/software questions.
• Document customer interactions and strive to meet KPI metrics and program goals.
• Participate in training and remain compliant with company policies.

Connaissances

Tax preparation

Customer service

Communication

Problem solving

Research skills

Bilingual English/Spanish

Formation

CPA/EA/Practicing Attorney credential

Outils

Smartlook

Tax software

Description du poste

Intuit, Inc. is seeking a qualified tax professional to guide TurboTax customers through federal and state returns remotely. You will provide expert guidance, perform full-service return prep and explain tax concepts clearly.

Requirements include active CPA/EA/attorney credentials, 2+ years of federal/state prep experience, PTIN, and ability to work at least 20 hours weekly. You will use video tools to interact with customers and meet KPI targets.