Virtual Tax Advisor - CPA/EA, Expert Returns & Guidance

Intuit, Inc.; Santa Maria (CA); A distancia; USD 40.000 - 51.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits package

Descripción de la vacante

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of terms. You will handle federal and state returns, advise on tax questions, and ensure compliance and accuracy while delivering excellent customer service.

The role emphasizes strong communication, adherence to policies, and ongoing training. A competitive compensation package with performance rewards is offered.

Formación

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years tax prep experience with federal/state 1040 returns for >=30 clients per season.
• State licenses/certs/permits/bonds required or obtainable.
• PTIN required.
• Willing to work >=20 hours/week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilidades

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Leverage government resources and team expertise to deliver correct answers in everyday language.
• Apply procedures and policies to troubleshoot inquiries and documentation.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Conocimientos

Customer service

Verbal communication

Written communication

Problem solving

Attention to detail

Technology proficiency

Video/telecommunication

Educación

Active CPA/EA/Attorney credential

Herramientas

Tax preparation software

Descripción del empleo

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of terms. You will handle federal and state returns, advise on tax questions, and ensure compliance and accuracy while delivering excellent customer service.

The role emphasizes strong communication, adherence to policies, and ongoing training. A competitive compensation package with performance rewards is offered.