Intuit US | Credentialed Tax Expert

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.
• 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.
• 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.
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time.

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.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• 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.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
• Working knowledge of Circular 230.
• Must reside in the United States.

Intuit US

Intuit US is an employer hiring in India (sector: Technology / IT / BPM). In its own words: "The Intuit platform puts a team of AI agents and trusted experts by your side."

Its finance, accounts, audit and tax openings in India are mostly in Mountain View, San Diego, New York and Los Angeles.

• Industry: Technology / IT / BPM