Virtual Tax Expert & Advisor (CPA/EA)

Intuit, Inc.; Newton (MA); À distance; USD 40 000 - 51 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits package

Résumé du poste

Intuit, Inc. in the United States is seeking a highly qualified tax professional to assist TurboTax customers with guidance, tax preparation, and explanations of tax terms.

The role is virtual, customer-facing, and requires an active credential (CPA/EA/Attorney), strong communication, and experience with 1040 returns for many clients per season. You will help clients remotely, answer questions, perform calculations, and document interactions while meeting KPIs and participating in ongoing

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses/certificates.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Strong knowledge of Circular 230 and tax laws.
• Proficient with technology and customer service tools.

Responsabilités

• Interact with TurboTax customers via video and audio tools.
• Provide tax advice and full service return preparation and signature.
• Answer product or software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and company initiatives as needed.

Connaissances

Active credential

Tax preparation

Communication skills

Research skills

Technical proficiency

Customer service

Bilingual English/Spanish

Description du poste

Intuit, Inc. in the United States is seeking a highly qualified tax professional to assist TurboTax customers with guidance, tax preparation, and explanations of tax terms.

The role is virtual, customer-facing, and requires an active credential (CPA/EA/Attorney), strong communication, and experience with 1040 returns for many clients per season. You will help clients remotely, answer questions, perform calculations, and document interactions while meeting KPIs and participating in ongoing