Remote Tax Consultant — CPA/EA/Attorney

Intuit, Inc.; Tucson (AZ); Remote; USD 40.000 - 51.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax preparation in a virtual, customer-facing role. You will communicate complex tax concepts clearly and work toward empowering customers to complete their returns.

You must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and be willing to train and meet KPI-driven goals while serving customers remotely from the United States.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or practicing attorney with tax prep knowledge.
• 2+ years of federal/state 1040 return prep for 30+ clients per season.
• Must possess or obtain related state licenses, permits or bonds.
• Active PTIN is required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service with professional video/audio interaction.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Have or obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Aufgaben

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with: tax advice, full service return prep and signature, product questions, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Follow defined procedures and policies to resolve inquiries.
• Document all customer interactions for records.
• Work toward meeting KPI metrics and big bet goals.
• Participate in pilot tests, projects and validations as needed.
• Complete required training and development, including compliance and cross-training.

Kenntnisse

Communication

Customer service

Problem solving

Video calls

Ausbildung

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Practicing Attorney

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax preparation in a virtual, customer-facing role. You will communicate complex tax concepts clearly and work toward empowering customers to complete their returns.

You must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and be willing to train and meet KPI-driven goals while serving customers remotely from the United States.