Credentialed Tax Expert

Intuit
Full time
Accounting and Finance
United States
Hiring from: Anywhere

Credentialed Tax Expert – CPA, Enrolled Agent or Practicing Attorney – Seasonal Remote



  • Location(s):Remote


Join our mission


Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.


Overview


If you are a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.


What you’ll bring



  • Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst


How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation

  • Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language

  • Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries

  • Document customer interactions


How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Ignite Spot Accounting
Full time
Title: Bookkeeper – Work from Home Location: Multiple States An Ignite Spot Bookkeeper is the foundation for all that we do. He or she is responsible for ensuring that cash systems for clients are on time and accurate, that accounts...
Accounting and Finance
United States
Hiring from: Anywhere
Mometrix Test Preparation
Full time
Financial Industry Exam Content Editor POSITION SUMMARY We are looking for a smart, motivated individual with experience in the US financial industry to evaluate, edit, and supplement exam study materials for various financial industry exams, such as the FINRA qualification...
Accounting and Finance
United States
Hiring from: Anywhere
Senior Revenue Accountant LiveRamp is the leading data connectivity platform. We are committed to connecting the world’s data safely and effectively, advancing innovation, and empowering people to do good. Our platform powers customer experiences centered around the needs and concerns...
Accounting and Finance
United States
Hiring from: Anywhere
MicroTasks.io

Want to take classes online or need someone to deliver food?

All from the comfort of your home.

LEARN MORE