Remote Tax Pro Advisor (CPA/EA)

Intuit, Inc.; Lexington (KY); A distancia; USD 40.000 - 51.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns in a fully remote role. You will provide expert guidance, tax preparation, and explanations of tax terms while ensuring a positive customer experience.

You will use video communications software to interact with customers, support full-service returns, and resolve inquiries with a focus on accuracy and customer satisfaction. Flexible hours and a strong compensation package are offered.

Formación

• Must possess an active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal and state individual 1040 returns preparation experience for many clients per season.
• Willing to obtain state licenses/certificates as needed.
• Must have PTIN and be able to work minimum 20 hours per week.
• Knowledge of Circular 230 and tax terminology.

Responsabilidades

• Interact with customers in a virtual, video-based setting using company software.
• Provide tax advice and full-service return preparation and signature.
• Answer product or software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, pilots, and ongoing professional development.

Conocimientos

Active credential

Bilingual English/Spanish

Customer service excellence

Video/remote communication

Herramientas

Commercial tax software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with TurboTax returns in a fully remote role. You will provide expert guidance, tax preparation, and explanations of tax terms while ensuring a positive customer experience.

You will use video communications software to interact with customers, support full-service returns, and resolve inquiries with a focus on accuracy and customer satisfaction. Flexible hours and a strong compensation package are offered.