Remote Tax Pro with CPA/EA/Attorney Credentials

Intuit, Inc.; Wilmington (DE); À distance; USD 40 000 - 51 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a licensed tax professional to assist TurboTax customers in completing their tax returns virtually. You will guide customers through tax preparation, provide explanations of tax terms, and ensure accurate advice using our video platform.

The role emphasizes high-quality customer interactions, adherence to training, and collaboration with experts to resolve inquiries while meeting KPI targets.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 experience for 30+ clients per season.
• Must possess or obtain state licenses, permits, or bonds; PTIN is required.

Responsabilités

• Interact with customers via video communications software to provide tax guidance and assistance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document interactions and contribute to KPI metrics and project validations.
• Complete required training and development as determined by the business.

Connaissances

Excellent communication

Bilingual English/Spanish

Customer-facing

Video/virtual support

Tax knowledge

Adaptability

Formation

CPA/EA/Practicing Attorney credential

Active PTIN

Outils

Tax software

Description du poste

Intuit, Inc. is seeking a licensed tax professional to assist TurboTax customers in completing their tax returns virtually. You will guide customers through tax preparation, provide explanations of tax terms, and ensure accurate advice using our video platform.

The role emphasizes high-quality customer interactions, adherence to training, and collaboration with experts to resolve inquiries while meeting KPI targets.