Remote Tax Expert & Strategy Advisor (CPA/EA)

Intuit, Inc.; Myrtle Point (OR); Remote; USD 39.000 - 50.000; Teilzeit

Zusammenfassung

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

You will deliver high-quality experiences, leveraging government resources and team expertise to provide accurate guidance in everyday language. Responsibilities include assisting customers with returns, product inquiries, and tax calculations, while maintaining KPI targets.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours per week; knowledge of Circular 230; proficient with technology.

Aufgaben

• Interact with customers virtually using video software.
• Provide tax advice and full service return preparation and signature.
• Explain tax concepts and answer product/software questions clearly.
• Document customer interactions and work toward KPIs and goals.
• Participate in training and development as required.

Kenntnisse

Tax preparation

Customer service

Video interactions

Bilingual EN/ES

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

TurboTax / tax software

Video conferencing

Jobbeschreibung

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

You will deliver high-quality experiences, leveraging government resources and team expertise to provide accurate guidance in everyday language. Responsibilities include assisting customers with returns, product inquiries, and tax calculations, while maintaining KPI targets.