Remote Tax Specialist (CPA/EA/Attorney)

Intuit, Inc.; Fort Myers (FL); Remoto; USD 39.000 - 51.000; Tempo integral

Resumo da vaga

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns.

This virtual, customer-facing role leverages advanced video tools to provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their taxes accurately and confidently. The position requires active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and PTIN.

Qualificações

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish communication skills a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business.

Conhecimentos

Tax expertise

Communication skills

Video calls

Bilingual English/Spanish

Descrição da vaga

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns.

This virtual, customer-facing role leverages advanced video tools to provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their taxes accurately and confidently. The position requires active unrestricted credentials (CPA/EA/Practicing Attorney), 2+ years of federal/state 1040 experience, and PTIN.