Remote Tax Expert (CPA/EA) – Tax Prep Pro

Intuit, Inc.; Madison (AL); Remote; USD 40.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

You will help users complete their returns using video interactions, ensuring accuracy and customer satisfaction. The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience for many clients, and willingness to train and adapt to Intuit processes.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to 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; solid computer skills.
• Strong customer service skills for video and audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Aufgaben

• This is a virtual, customer-facing role; you will use state-of-the-art video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to find the right answer in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions and outcomes.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Kenntnisse

Active credential (CPA/EA/Attorney)

Tax preparation experience

Customer service

Video support

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

You will help users complete their returns using video interactions, ensuring accuracy and customer satisfaction. The role requires an active credential (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience for many clients, and willingness to train and adapt to Intuit processes.