Senior Tax Pro — Remote Tax Advisory & Prep Expert

Intuit, Inc.; New London (CT); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help our TurboTax customers complete their taxes remotely using state-of-the-art video tools.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also play an important role in our effort to delight customers and empower them to prepare their taxes.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation experience.
• 2+ years of experience preparing federal/state 1040 returns for 30+ clients per season.
• Must possess or obtain state licenses/certifications and PTIN.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and comfortable using video/audio tools.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Leverage government resources and team expertise to deliver accurate answers.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

Tax preparation experience

Video/phone customer communication

Bilingual English/Spanish

Strong communication skills

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help our TurboTax customers complete their taxes remotely using state-of-the-art video tools.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also play an important role in our effort to delight customers and empower them to prepare their taxes.