Remote Tax Expert (CPA/EA/Attorney) for Expert Prep

Intuit; Sanford (FL); Remote; USD 33.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. seeks a tax expert to assist TurboTax customers via virtual video interactions. You will provide tax advice, full-service return preparation, and explanations of tax concepts with professional, empathetic communication. Training will be provided to ensure compliance and product knowledge.

Requires active CPA/EA/attorney credentials, 2+ years of 1040 filing experience for many clients, and ability to work at least 20 hours weekly from a remote US location. English/Spanish is a plus.

Qualifikationen

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with extensive tax prep experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or obtain 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 software.
• Strong customer service and effective communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Aufgaben

• Work virtually with customers using video communications software to assist with tax returns.
• Provide tax advice, full service return preparation, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Reference government sites and professional resources to deliver accurate answers.
• Document customer interactions and meet KPI metrics and program goals.
• Participate in pilot testing and cross-training when required.

Kenntnisse

Bilingual English/Spanish

Ausbildung

Active CPA/EA/Practicing Attorney credential

Active PTIN

Jobbeschreibung

Intuit, Inc. seeks a tax expert to assist TurboTax customers via virtual video interactions. You will provide tax advice, full-service return preparation, and explanations of tax concepts with professional, empathetic communication. Training will be provided to ensure compliance and product knowledge.

Requires active CPA/EA/attorney credentials, 2+ years of 1040 filing experience for many clients, and ability to work at least 20 hours weekly from a remote US location. English/Spanish is a plus.