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

Intuit, Inc.; Warren (MI); A distancia; USD 33.000 - 51.000; Jornada completa

Descripción de la vacante

Intuit, Inc. seeks a qualified tax professional to help customers complete their taxes using TurboTax. This virtual, customer-facing role requires active unrestricted credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax preparation, provide expert explanations, and ensure accurate tax advice via video interactions. The position emphasizes high-quality customer experiences, use of government resources, and adherence to company procedures.

Formación

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

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 deep (extensive) knowledge and expertise in the field of 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 including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Conocimientos

Customer service

Verbal communication

Written communication

Problem solving

Tax knowledge

Technical proficiency

Descripción del empleo

Intuit, Inc. seeks a qualified tax professional to help customers complete their taxes using TurboTax. This virtual, customer-facing role requires active unrestricted credentials (CPA/EA/Practicing Attorney) and strong communication skills.

You will guide customers through tax preparation, provide expert explanations, and ensure accurate tax advice via video interactions. The position emphasizes high-quality customer experiences, use of government resources, and adherence to company procedures.