Senior Tax Advisor (CPA/EA) - Remote Expert

Intuit, Inc.; Newton (MA); Remote; USD 41.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to guide customers through TurboTax preparations remotely. You will provide expert tax advice, prepare returns, and explain tax terms while delivering excellent customer experiences to help customers complete their taxes.

Required credentials include an active CPA/EA or practicing attorney, with at least 2 years of 1040 experience for many clients. Strong communication skills and US residency are essential.

Qualifikationen

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related state licenses/certificates; PTIN required.
• Willing to work a minimum of 20 hours per week; strong communication skills.
• Must reside in the United States; bilingual English/Spanish a plus.
• Knowledge of Circular 230; proficient with technology.

Aufgaben

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and experiences using deep knowledge and empathy.
• Use government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot inquiries.
• Document customer interactions; meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required trainings including compliance and proficiency-based up-skilling.

Kenntnisse

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Bilingual English/Spanish

Ausbildung

Active CPA/EA/Practicing Attorney credential

Tools

Tax preparation software

Video conferencing software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to guide customers through TurboTax preparations remotely. You will provide expert tax advice, prepare returns, and explain tax terms while delivering excellent customer experiences to help customers complete their taxes.

Required credentials include an active CPA/EA or practicing attorney, with at least 2 years of 1040 experience for many clients. Strong communication skills and US residency are essential.