Virtual Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Cameron Park (CA); À distance; USD 40 000 - 51 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. seeks a qualified tax expert to assist TurboTax customers with tax returns, expert guidance, and explanations of tax terms in a virtual setting.

You will work remotely to help customers complete federal and state 1040s, provide product information, and ensure accurate, timely filings while delivering excellent service. You must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have at least 2 years of experience, and be prepared to train on Intuit systems; strong

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with strong tax prep knowledge.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must obtain state licenses/certificates/permits/bonds as needed.
• Must have an active PTIN.
• Willing to work a minimum of 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computers and software.

Responsabilités

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in plain language to customers.
• Document customer interactions and maintain accuracy in records.
• Meet KPI metrics and participate in training and upskilling as required.
• Be willing to complete compliance and product training as needed.

Connaissances

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Outils

TurboTax software

Description du poste

Intuit, Inc. seeks a qualified tax expert to assist TurboTax customers with tax returns, expert guidance, and explanations of tax terms in a virtual setting.

You will work remotely to help customers complete federal and state 1040s, provide product information, and ensure accurate, timely filings while delivering excellent service. You must hold an active unrestricted credential (CPA/EA/Practicing Attorney), have at least 2 years of experience, and be prepared to train on Intuit systems; strong