Senior Tax Advisor (CPA/EA) — Remote Expert

Intuit, Inc.; Gastonia (NC); Remote; USD 34.000 - 51.000; Vollzeit

Zusammenfassung

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

You will provide expert tax guidance, handle full service returns, and explain tax terms to clients using clear, everyday language. Requirements include active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, PTIN, and strong communication skills.

Qualifikationen

• Active unrestricted credential: EA/CPA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must have PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and regulatory requirements.
• Proficient with technology and video/audio tools.

Aufgaben

• Interact with customers via video using our software.
• Provide tax advice and full service return preparation and signature.
• Explain tax concepts to customers in everyday language.
• Use government/professional resources to find accurate answers.
• Document customer interactions and meet KPI metrics.
• Participate in training and cross-training as needed.

Kenntnisse

Active unrestricted credential

Tax return experience

PTIN

Bilingual English/Spanish

Customer service skills

Tools

Commercial tax software

Jobbeschreibung

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

You will provide expert tax guidance, handle full service returns, and explain tax terms to clients using clear, everyday language. Requirements include active unrestricted credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, PTIN, and strong communication skills.