Virtual Tax Advisor (EA/CPA) - Expert Returns

Intuit, Inc.; Rolling Meadows (IL); À distance; USD 37 000 - 47 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete returns with expert guidance. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and excel in clear communication, delivering tax advice and full service return preparation via video interactions.

Role emphasizes customer empathy, adherence to policy, and ongoing training. Remote hours with at least 20 hours weekly and US residency required.

Qualifications

• Must possess active unrestricted credential: CPA (Certified Public Accountant), Enrolled Agent (EA) 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 prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• Ability to work in fast-paced environment with minimal supervision.
• Must have hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Help TurboTax customers with tax advice, full service return prep and signature, and product inquiries.
• Create high quality customer interactions using deep empathy and tax expertise.
• Leverage government sites and professional resources to provide accurate answers.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and experience validations as needed.
• Complete required training and development as determined by the business.

Connaissances

Active credential in tax

Formation

Active CPA/EA/Practicing Attorney credential

PTIN holder

State licenses/certificates

Outils

TurboTax software

Video conferencing (Smartlook)

Description du poste

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete returns with expert guidance. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and excel in clear communication, delivering tax advice and full service return preparation via video interactions.

Role emphasizes customer empathy, adherence to policy, and ongoing training. Remote hours with at least 20 hours weekly and US residency required.