Senior Tax Advisor - Virtual CPA/EA Expert

Intuit, Inc.; Novi (MI); A distancia; USD 34.000 - 44.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a highly qualified tax professional to help customers complete their taxes using TurboTax products.

This remote, customer-facing role requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills to guide customers through tax preparation and explanations of tax terms. The role emphasizes delivering expert guidance, using government resources, and ensuring accuracy while meeting KPI metrics.

Formación

• Must possess active unrestricted credential: CPA/EA or practicing attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing and available to work a minimum of 20 hours per week.
• Bilingual English/Spanish communication skills (written & spoken) a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in training and compliance programs as required.

Conocimientos

Tax preparation experience

Customer service

Video communication

Bilingual English/Spanish

Educación

CPA/EA/Practicing Attorney credential

Herramientas

TurboTax software

Microsoft Office

Descripción del empleo

Intuit, Inc. is seeking a highly qualified tax professional to help customers complete their taxes using TurboTax products.

This remote, customer-facing role requires an active credential (CPA/EA/Practicing Attorney) and strong communication skills to guide customers through tax preparation and explanations of tax terms. The role emphasizes delivering expert guidance, using government resources, and ensuring accuracy while meeting KPI metrics.