Remote Tax Advisor (CPA/EA) – Tax Prep & Guidance

Intuit, Inc.; Cornelius (NC); Remote; USD 33.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. This virtual, client-facing role requires delivering expert guidance, tax preparation, and clear explanations of tax terms using secure video software.

You will assist with federal and state returns, ensure accuracy, and document interactions while meeting performance KPIs. A valid CPA/EA or practicing attorney credential and US residency are required.

Qualifikationen

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with 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 prep software.
• Must possess or be able to obtain any 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 strong customer service.

Aufgaben

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Research and deliver accurate answers using government sites and professional resources.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and training as needed.

Kenntnisse

Tax prep

Customer service

Video support

Communication

Tech proficiency

Ausbildung

CPA/EA/Attorney license

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns. This virtual, client-facing role requires delivering expert guidance, tax preparation, and clear explanations of tax terms using secure video software.

You will assist with federal and state returns, ensure accuracy, and document interactions while meeting performance KPIs. A valid CPA/EA or practicing attorney credential and US residency are required.