Virtual Tax Advisor (CPA/EA) – Senior Expert

Intuit, Inc.; Elyria (OH); À distance; USD 34 000 - 43 000; Temps partiel

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing their returns in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms to help customers file accurately using our software. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong communication skills, and a minimum of 20 hours per week.

Qualifications

• Must hold an active unrestricted credential: CPA, EA, or Practicing Attorney.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours per week; knowledge of Circular 230; proficient with technology.
• Excellent verbal and written communication; strong customer service; ability to work fast-paced; reliable hardwired internet.
• Bilingual English/Spanish a plus; must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service prep and signature, product inquiries, calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax inquiries; document interactions.
• Meet KPI metrics and Big Bet goals; participate in pilots and projects.
• Complete required training and development, including compliance and cross-training.

Connaissances

Tax preparation

Customer service

Video/Audio communication

Bilingual English/Spanish

Strong communication

Formation

Active CPA/EA/Practicing Attorney credential

Outils

TurboTax

Tax prep software

Smartlook video

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing their returns in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms to help customers file accurately using our software. The role requires active unrestricted credentials (CPA/EA/Practicing Attorney), strong communication skills, and a minimum of 20 hours per week.