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Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: Fremont
Posted on: March 18, 2019

Job Description:

Overview

Join Our Virtual Tax Network!

At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling trust and confidence, and building relationships with clients, all while using state of the art tools and technology. We are hiring credentialed tax experts (CPA/EA/Practicing Attorney) to join the largest virtual tax network in the world. Your strength as a tax professional will allow you to empower and educate people so that they can lead better lives, and get one step closer to financial freedom. As a virtual employee, you can decide whether you prefer to work from your home or your office, and flexible scheduling means you have a variety of shifts to choose from!

We are changing the way that people do their taxes, and providing world-class support from experts across the United States. The way that we support our customers is changing, and we want you to be a part of it! Our tax experts are agile; continually learning, working, and providing guidance in new and exciting ways.

Responsibilities

* 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

Qualifications

* Must possess active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
* 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
* Professional Circular 230 judgement
* 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 internet connection and landline phone
* 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, and determination
* Bilingual (English/Spanish) communication skills (written & spoken) a plus

Keywords: Intuit, San Francisco , Remote Tax Advisor - CPA, Enrolled Agent or Attorney, Accounting, Auditing , Fremont, California

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