Senior Tax Pro & Tax Prep Expert (Remote)

Intuit, Inc.; New Orleans (LA); Remote; USD 32,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist customers with TurboTax filings.

This virtual, customer-facing role leverages video communications to provide tax guidance, full service return preparation, and expert explanations of tax terms. Ideal candidates hold an active CPA/EA/Practicing Attorney credential with at least 2 years of 1040 experience for numerous clients per season, and are willing to train and comply with security requirements.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax 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.
• Working knowledge of Circular 230.
• Must reside in the United States.
• Bilingual English/Spanish communication skills a plus

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 inquires; Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Video/Audio communication

Tech proficiency

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. is seeking an experienced tax professional to assist customers with TurboTax filings.

This virtual, customer-facing role leverages video communications to provide tax guidance, full service return preparation, and expert explanations of tax terms. Ideal candidates hold an active CPA/EA/Practicing Attorney credential with at least 2 years of 1040 experience for numerous clients per season, and are willing to train and comply with security requirements.