Senior Tax Advisor — Remote (CPA/EA/Attorney)

Intuit, Inc.; Bloomington (IL); Remote; USD 38.000 - 48.000; Vollzeit

Benefits dieser Stelle

Bonus

Equity

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns, advice, and explanations of tax terms.

The role requires an active CPA/EA or practicing attorney credential and at least 2 years of experience preparing federal/state returns for many clients per season. You will work in a virtual setting, communicating via video, maintaining quality service and accuracy.

Qualifikationen

• Active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years on federal/state 1040 returns for 30+ clients per season.
• PTIN and state licenses.
• Willing to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with computers and software.
• Strong customer service and communication skills.
• Must reside in the United States.
• Willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.

Aufgaben

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government resources and team expertise to provide accurate answers.
• Follow defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot projects and trainings as needed.
• Complete required compliance trainings and up-skilling.

Kenntnisse

Tax knowledge

Customer service

Verbal communication

Written communication

Tech proficiency

Problem solving

Bilingual

Tools

Tax software

Video software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax returns, advice, and explanations of tax terms.

The role requires an active CPA/EA or practicing attorney credential and at least 2 years of experience preparing federal/state returns for many clients per season. You will work in a virtual setting, communicating via video, maintaining quality service and accuracy.