Remote Tax Expert: CPA/EA/Attorney

Intuit, Inc.; Elk Grove (CA); Remote; USD 39.000 - 50.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance and tax preparation support to empower customers to file accurately.

Responsibilities include full service return preparation, explaining tax terms, and using available resources to deliver the right answers, all while meeting KPI metrics and company goals.

Qualifikationen

• Active unrestricted credential (EA/CPA or practicing attorney) with strong tax knowledge.
• 2+ years of recent federal and state 1040 returns for at least 30 clients per season.
• Willing to obtain/state licenses and PTIN as required.

Aufgaben

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Utilize resources to deliver accurate answers in everyday language.

Kenntnisse

Active credential (EA/CPA/Attorney)

Tax preparation experience

Excellent communication skills

Bilingual English/Spanish (a plus)

Tools

Commercial tax software

Jobbeschreibung

Intuit, Inc. is seeking a tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance and tax preparation support to empower customers to file accurately.

Responsibilities include full service return preparation, explaining tax terms, and using available resources to deliver the right answers, all while meeting KPI metrics and company goals.