Senior Tax Advisor (CPA/EA) – Remote Tax Prep

Intuit, Inc.; Gilbert (AZ); A distancia; USD 40.000 - 51.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role focuses on expert guidance, tax preparation, and explaining tax concepts to empower customers.

You will use advanced video software to interact with clients, provide accurate tax advice, and ensure smooth service delivery while meeting KPIs and driving customer satisfaction. Training and security requirements apply.

Formación

• Must hold active unrestricted credential (CPA/EA/Attorney) with strong tax prep experience.
• 2+ years of federal/state individual 1040 prep for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Must have an active PTIN.
• Willingness to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Excellent verbal and written communication skills.
• Strong problem solving, critical thinking, and research skills.
• Able to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual EN/ES is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and expertise in tax preparation.
• Use government sites and professional resources to find the right answer in everyday language.
• Apply defined procedures and policies to troubleshoot inquiries.
• Document all customer interactions.
• Work toward KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training including compliance and up-skilling.

Conocimientos

CPA/EA/Attorney

Tax prep experience

Bilingual EN/ES

US residency

PTIN

Educación

Licenses/ permits

Herramientas

TurboTax software

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role focuses on expert guidance, tax preparation, and explaining tax concepts to empower customers.

You will use advanced video software to interact with clients, provide accurate tax advice, and ensure smooth service delivery while meeting KPIs and driving customer satisfaction. Training and security requirements apply.