Credentialed Tax Expert

Overview

This is a virtual, customer-facing role supporting customers with their taxes using tax preparation products. You’ll provide expert guidance, tax preparation, and clear explanations of tax and technical terms, while delivering high-quality customer interactions through video and audio communication tools.

Responsibilities

• Interact with customers via video communications software in a virtual environment.
• Assist 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 inquiries
  • Tax calculations
• Create high-quality customer interactions and experiences that build confidence using empathy and tax expertise.
• Use government websites, professional resources, and team expertise to find the right answers and explain them in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and “Big Bet Goals.”
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs.

Requirements

• 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.
• Active Preparer Tax Identification Number (PTIN).
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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.

Compensation & Benefits

• Competitive compensation package with pay for performance rewards.
• Expected base pay range for this position:
  • Bay Area California $28.74 - $36.72
  • Southern California $28.74 - $36.72
  • Colorado $27.37 - $34.97
  • Hawaii $28.74 - $36.72
  • Illinois $27.37 - $34.97
  • Maine $24.63 - $31.47
  • Maryland $27.37 - $34.97
  • Massachusetts $28.74 - $36.72
  • Minnesota $24.63 - $31.47
  • New Jersey $28.74 - $36.72
  • New York $28.74 - $36.72
  • Ohio $24.63 - $31.47
  • Vermont $27.37 - $34.97
  • Virginia $27.37 - $34.97
  • Washington $28.74 - $36.72
  • Washington DC $27.37 - $34.97
• Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons are conducted across categories of ethnicity and gender to support fair pay.

Location

United States (must reside in the United States). Compensation ranges vary by location, including the regions listed above.