Certified Tax Accountant - Work From Home - 2+Yrs Paid Tax Experience Required

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.

What you'll bring

• Working knowledge of Circular 230.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Critical thinking, problem solving, research skills, and determination.
• Must reside in the United States.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.
• Proficient with technology; solid knowledge of computer operations and software.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision.
• 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.

How you will lead

• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• 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.
• 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
• Product/software inquires
• Participate in pilot testing, projects, and experience validations, as needed.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Document customer interactions
• Full Service return preparation and signature
• Tax calculations
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Tax advice