Senior Tax Advisor (CPA/EA) - Remote Expert

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

Résumé du poste

Intuit, Inc. is seeking a Tax Advisor to help customers complete their taxes using TurboTax products in a virtual setting.

You will guide clients through tax preparation, offer expert explanations of tax terms, and ensure accurate returns with a customer-centric approach. Ideal candidates have an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state 1040 experience, with strong communication skills and a willingness to train and adapt to evolving

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer operations.
• Strong verbal and written communication skills.

Responsabilités

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and adhere to company policies.
• Meet KPI metrics and participate in training and pilots.

Connaissances

Tax expertise

Strong communication

Video/remote customer interaction

Formation

Active CPA/EA/Practicing Attorney credential

Outils

PTIN

Description du poste

Intuit, Inc. is seeking a Tax Advisor to help customers complete their taxes using TurboTax products in a virtual setting.

You will guide clients through tax preparation, offer expert explanations of tax terms, and ensure accurate returns with a customer-centric approach. Ideal candidates have an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of federal/state 1040 experience, with strong communication skills and a willingness to train and adapt to evolving