Remote Tax Consultant (CPA/EA/Attorney)

Intuit, Inc.; Champaign (IL); Remoto; USD 38.000 - 48.000; Tempo integral

Benefícios oferecidos por esta vaga

Cash bonus

Equity rewards

Benefits

Resumo da vaga

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist customers in completing their taxes using Intuit TurboTax products.

This virtual role focuses on expert guidance, tax preparation, and explanations of tax and technical terms, aiming to delight customers and empower them to prepare their taxes. Responsibilities include tax advice, full service return preparation, product inquiries, and ensuring accuracy through video interactions.

Qualificações

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills—ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 inquiries, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must be willing to complete all required training and development as determined by the business.

Conhecimentos

Tax preparation expertise

Customer service

Strong communication

Problem solving

Fast-paced environment

Formação

Active CPA/EA/Practicing Attorney credential

PTIN holder

Ferramentas

Commercial tax software

Descrição da vaga

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist customers in completing their taxes using Intuit TurboTax products.

This virtual role focuses on expert guidance, tax preparation, and explanations of tax and technical terms, aiming to delight customers and empower them to prepare their taxes. Responsibilities include tax advice, full service return preparation, product inquiries, and ensuring accuracy through video interactions.