Remote Tax Expert (CPA/EA) — Expert Guidance & Prep

Intuit, Inc.; Springfield (IL); A distancia; USD 38.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns using expert guidance and clear explanations of tax terms.

This remote, customer-facing role leverages state-of-the-art video tools to deliver accurate tax advice and full-service return preparation. You will work toward Intuit’s goal of powering prosperity, while maintaining high standards of customer service, training adherence, and compliance with tax regulations.

Formación

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax experience.
• 2+ years of federal/state individual 1040 prep for 30+ clients per season.
• PTIN must be active.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsabilidades

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Participate in training and development as required by the business.

Conocimientos

Tax preparation expertise

Excellent communication

Video interactions

Research skills

Critical thinking

Educación

Active CPA/EA/Practicing Attorney with tax experience

Herramientas

TurboTax software

Video/online tools

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns using expert guidance and clear explanations of tax terms.

This remote, customer-facing role leverages state-of-the-art video tools to deliver accurate tax advice and full-service return preparation. You will work toward Intuit’s goal of powering prosperity, while maintaining high standards of customer service, training adherence, and compliance with tax regulations.