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

Intuit, Inc.; Houma (LA); A distancia; USD 28.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a highly capable tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service preparation, and explain complex tax terms to clients.

Qualified candidates hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 experience and a PTIN. Remote, part-time to full-time hours available.

Formación

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing and able to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Strong problem solving, research skills, and ability to work fast-paced with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsabilidades

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality customer interactions with empathy and tax expertise.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined practices and policies to troubleshoot tax questions and prep inquiries.
• Document customer interactions and work toward KPI targets.
• Participate in pilots, projects, and training as required.

Conocimientos

Active credential CPA/EA/Attorney

2+ years tax prep

Excellent communication

Video/tax support

Bilingual EN/ES (nice)

Herramientas

TurboTax Software

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a highly capable tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service preparation, and explain complex tax terms to clients.

Qualified candidates hold an active CPA/EA or practicing attorney credential, with 2+ years of federal/state 1040 experience and a PTIN. Remote, part-time to full-time hours available.