Senior Virtual Tax Specialist (CPA/EA)

Intuit, Inc.; Milwaukee (WI); A distancia; USD 34.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking experienced tax professionals to help TurboTax customers complete their taxes remotely. You will guide customers, prepare returns, and answer tax and product questions using clear language. The role emphasizes empathy, accuracy, and adherence to policy.

Qualified candidates hold an active unrestricted credential and meet licensing requirements, with at least 20 hours per week. Base pay varies by region, with bonuses and benefits available.

Formación

• Active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must possess or obtain state licenses/permits/bonds and PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsabilidades

• Interact with customers via video-based communications to provide tax guidance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Research using government sites and resources to deliver accurate answers.
• Follow defined procedures to troubleshoot and resolve inquiries; document interactions.
• Meet KPIs and participate in pilots, projects, and training as required.

Conocimientos

Tax preparation

Customer service

Verbal & written communication

Video conferencing

Bilingual English/Spanish

Herramientas

TurboTax

Tax software

Descripción del empleo

Intuit, Inc. is seeking experienced tax professionals to help TurboTax customers complete their taxes remotely. You will guide customers, prepare returns, and answer tax and product questions using clear language. The role emphasizes empathy, accuracy, and adherence to policy.

Qualified candidates hold an active unrestricted credential and meet licensing requirements, with at least 20 hours per week. Base pay varies by region, with bonuses and benefits available.