Remote Tax Expert & Prep Advisor (CPA/EA)

Intuit, Inc.; San Francisco, South Gate (CA, CA, IL); Hybrid; CAD 47,000 - 73,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax guidance professional to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers while upholding the company’s goal of powering prosperity around the world. You will interact with customers via video, offer tax advice, perform full-service return preparation, answer product questions, and document interactions.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax 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 Preparer Tax Identification Number (PTIN).
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Strong customer service skills with professional, friendly, and confident interaction via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business.

Skills

Tax expertise

Excellent communication

Bilingual English/Spanish

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Video conferencing software

Job description

Intuit, Inc. is seeking a remote tax guidance professional to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers while upholding the company’s goal of powering prosperity around the world. You will interact with customers via video, offer tax advice, perform full-service return preparation, answer product questions, and document interactions.