Remote Tax Pro: CPA/EA for TurboTax Help

Intuit, Inc.; Florida; A distancia; USD 40.000 - 51.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax professional with an active credential to help customers complete their taxes virtually using TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

You will interact with customers via video, deliver tax advice and full service returns, and document interactions while striving toward KPI targets and participating in required trainings.

Formación

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• Active PTIN and ability to obtain state licenses as needed.
• Willing to work a minimum of 20 hours per week.
• Video/remote interactions with customers; strong written and verbal communication.
• Willingness to complete required compliance and product trainings.

Responsabilidades

• Provide tax advice and full service return preparation for TurboTax customers.
• Answer product questions and assist with tax calculations and software inquiries.
• Create high quality customer interactions with empathy and expertise.
• Utilize government sites and resources to deliver accurate answers.
• Document customer interactions and meet KPI metrics and program goals.
• Participate in pilot tests, projects, and trainings as required.

Conocimientos

Tax preparation

Customer service

Video interaction

Communication skills

Educación

CPA/EA/Practicing Attorney credential

Herramientas

TurboTax software

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a tax professional with an active credential to help customers complete their taxes virtually using TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

You will interact with customers via video, deliver tax advice and full service returns, and document interactions while striving toward KPI targets and participating in required trainings.