Tax Expert - CPA or EA - Work from Home

Intuit · USA

Company

Intuit

Location

USA

Type

Full Time

Job Description

Time zones: EST (UTC -5) CST (UTC -6) MST (UTC -7) PST (UTC -8) AKST (UTC -9) HST (UTC -10)

Company Overview


Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide with TurboTax Credit Karma QuickBooks and Mailchimp we believe that everyone should have the opportunity to prosper. We never stop working to find new innovative ways to make that possible.

Job 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 be working toward advancing our goal of “Powering Prosperity Around the World” by providing expert guidance tax preparation 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.

Qualifications
  • 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.
  • 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation 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).
  • Working knowledge of Circular 230.
  • Proficient with technology; solid knowledge of computer operations and software.
  • Strong customer service skills – ability to interact with customers through video and audio tools in a professional friendly and confident manner.
  • Excellent verbal and written communication skills
  • Critical thinking problem solving research skills and determination.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus
  • Must reside in the United States.

Responsibilities

  • This is a virtual customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
  • Help TurboTax customers who are working on their tax returns or have delegated their tax returns with:
    • Tax advice
    • Full Service return preparation and signature
    • Product/software inquires
    • Tax calculations
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your deep (extensive) 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 customer tax advice and preparation inquiries.
  • Document customer interactions
  • Work continuously toward meeting company KPI metrics and Big Bet Goals.
  • Participate in pilot testing projects and experience validations as needed.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is NY $$27.00 - $$36.00 CO $$25.70 - $$34.20 CA $$27.00 - $$36.00 WA $$27.00 - $$36.00. This position will be eligible for a cash bonus equity rewards and benefits in accordance with our applicable plans and programs (see more about our compensation and benefits at
Intuit®: Careers | Benefits) . Pay offered is based on factors such as job-related knowledge skills experience and work location. To drive ongoing pay equity for employees Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Share this job:


Help us maintain the quality of jobs posted on We Work Remotely.

Is this job not remote?

Let us know!

Apply for this Position

Please ensure you meet geographic and skills requirements before applying.

  • Share this job:


Help us maintain the quality of jobs posted on We Work Remotely.

Is this job not remote?

Let us know!
Apply Now

Date Posted

11/15/2023

Views

21

Back to Job Listings Add To Job List Company Profile View Company Reviews
Positive
Subjectivity Score: 0.8

Similar Jobs

Engineering Manager - Software Supply Chain Security: Auth Infrastructure - GitLab

Views in the last 30 days - 0

This job description highlights a leadership role in developing secure scalable authentication infrastructure for GitLab It emphasizes technical exper...

View Details

Staff Salesforce Engineer - CRM Systems - GitLab

Views in the last 30 days - 0

This job description outlines a Staff Salesforce Developer role focusing on designing building and scaling enterprisegrade solutions across Salesforce...

View Details

Growth Product Lead - Loyalty - Trafilea

Views in the last 30 days - 0

Trafilea promotes itself as a transformative consumer tech platform with AIdriven growth solutions highlighting achievements like 1B revenue and globa...

View Details

Sales Prospecting Account Executive - Financial Solutions - Blackbaud

Views in the last 30 days - 0

This job posting seeks Prospect Account Executives to sell Financial Management applications for nonprofits and governments Responsibilities include s...

View Details

Solutions Architect - phData

Views in the last 30 days - 0

This job posting seeks a Solutions Architect to join phDatas Elastic Platform Operations team focusing on cloudnative data platforms like Snowflake AW...

View Details

Team Lead - Publisher Success Management (AdTech) - MGID

Views in the last 30 days - 0

MGID is a fastgrowing digital advertising company seeking a resultsdriven Team Lead to oversee client relationships and drive business growth in the U...

View Details