Senior Tax Advisor (CPA/EA) - Remote Expert Guidance

Intuit, Inc.

Needham (MA)

A distancia

USD 40.000 - 51.000

Jornada completa

hace 7 horas
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Ventajas ofrecidas por este puesto de trabajo

Cash bonus
Equity rewards
Benefits

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts clearly during video interactions.

This role emphasizes strong customer service, regulatory knowledge, and the ability to work at least 20 hours per week from the United States. The position offers competitive compensation with performance-based rewards and benefits, and requires active

Formación

  • Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
  • 2+ years of federal and state 1040 tax return prep for 30+ clients per season using commercial software.
  • Must have or obtain state licenses, permits, or bonds; PTIN; and willingness to work at least 20 hours per week.
  • Must reside in the United States and have a hardwired internet connection meeting security criteria.

Responsabilidades

  • This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
  • Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
  • Create high quality customer interactions using deep tax knowledge and empathy; document interactions.
  • Follow procedures to troubleshoot and resolve tax advice and preparation inquiries; meet KPI metrics and Big Bet Goals.

Conocimientos

Tax preparation
Customer service
Video support
Bilingual

Herramientas

TurboTax
Smartlook

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts clearly during video interactions.

This role emphasizes strong customer service, regulatory knowledge, and the ability to work at least 20 hours per week from the United States. The position offers competitive compensation with performance-based rewards and benefits, and requires active

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