Senior Tax Advisor - Remote (CPA/EA)

Intuit, Inc.; Bluffton (SC); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers with federal and state returns in a fully remote role across the United States.

An active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills are required to explain tax concepts clearly via video and audio tools. You will provide expert tax guidance, perform full service return preparation, answer product questions, document interactions, and contribute to KPIs and ongoing

Qualifications

• Active unrestricted credential: CPA/EA/Attny with tax prep experience.
• 2+ years preparing federal/state individual 1040 returns for 30+ clients per season using tax software.
• State licenses or ability to obtain licenses.
• PTIN required.
• Willing to work a minimum of 20 hours per week.
• Circular 230 knowledge.
• Proficient with computers and software.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication.
• Fast-paced environment with minimal supervision.
• Hardwired internet meeting security criteria required.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• 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 with deep customer empathy and expertise in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax knowledge

Customer service

Communication skills

Bilingual (English/Spanish)

Education

Active unrestricted credential (CPA/EA/Attorney)

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers with federal and state returns in a fully remote role across the United States.

An active unrestricted credential (CPA/EA/Practicing Attorney) and strong communication skills are required to explain tax concepts clearly via video and audio tools. You will provide expert tax guidance, perform full service return preparation, answer product questions, document interactions, and contribute to KPIs and ongoing