Virtual Tax Pro — CPA/EA Expert for Tax Prep

Intuit, Inc.; Rockford (IL); À distance; USD 37 000 - 48 000; Plein temps

Résumé du poste

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with federal and state returns through a virtual, video-based platform. You will provide expert tax guidance, prepare returns, and explain tax terms using simple language.

The role requires strong communication, empathy, and the ability to work at least 20 hours weekly from a remote setting. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of return preparation

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.

Responsabilités

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep empathy and tax expertise.
• Utilize government resources and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to resolve inquiries.
• Document customer interactions.
• Work towards meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.
• Complete required training and development as determined by the business.

Connaissances

Excellent communication

Bilingual English/Spanish

Tax knowledge

Critical thinking

Problem solving

Fast-paced work

Video interaction

Outils

Smartlook

Commercial tax software

Description du poste

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with federal and state returns through a virtual, video-based platform. You will provide expert tax guidance, prepare returns, and explain tax terms using simple language.

The role requires strong communication, empathy, and the ability to work at least 20 hours weekly from a remote setting. Ideal candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of return preparation