Remote Tax Pro & Advisor (CPA/EA)

Intuit, Inc.; City of Middletown (NY); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers and strengthen the Intuit brand. This is a virtual, customer-facing role leveraging Smartlook video communications to assist clients with federal and state returns, tax calculations, and product questions while meeting performance KPIs.

Qualifications

• Must possess an active unrestricted credential: CPA, EA, 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 preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service with professional, friendly, confident communication via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, 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 security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Work in a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax returns, provide tax advice, and perform full service return preparation and signature.
• Create high quality customer interactions with empathy and tax expertise.
• Utilize government websites, professional resources, and team knowledge to deliver accurate answers.
• Apply defined procedures and policies to troubleshoot inquiries.
• Document customer interactions and outcomes.
• Contribute to meeting KPI metrics and business goals.
• Participate in pilot tests or projects as needed.
• Complete required training and development as directed by the business.

Skills

Active unrestricted credential

Tax preparation experience

Strong communication

Bilingual English/Spanish

Customer service

Education

State licenses/certs

Tools

Smartlook

Tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers and strengthen the Intuit brand. This is a virtual, customer-facing role leveraging Smartlook video communications to assist clients with federal and state returns, tax calculations, and product questions while meeting performance KPIs.