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Work From Home Credentialed Tax Professional

Gelsi Ltd

This is a Full-time position in Burlington, MA posted May 2, 2021.

Recruitment Fraud Alert: Learn how to identify and safeguard against recruitment fraud here .

Credentialed Tax Expert
– CPA, Enrolled Agent or Practicing Attorney – Seasonal Remote

Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.

We help give over 50 million consumer, small business, and self-employed customers around the world the opportunity to prosper.

Overview

Are you a credentialed CPA, EA, or practicing attorney?

And do you have a minimum 3 season of paid Tax Preparation experience with a minimum of 30 tax returns per tax year?

If you’re one of tax professionals, we need you to help our customers complete their taxes using TurboTax.

You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.

You’ll 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
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 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 Working knowledge of Circular 230 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 hardwired internet connection 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, research skills and determination Bilingual (English/Spanish) communication skills (written & spoken) a plus
For internal use: tst

How you will lead
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
Hear from our employees
Senior Data Scientist
– Machine Learning Futures Group

Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently.

For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.

Culture and values

Intuit’s company culture is rooted in our core values, which promote an innovative and inclusive environment where diverse perspectives and new ideas are celebrated.

People who give their best deserve the best in return.

We offer rewards that include everything you’d expect, and even more that you wouldn’t.

Enjoy the best in class perks and benefits at Intuit.

From set-up to sign-off, everything you need to know for a successful interview day with Intuit.

Our culture and entrepreneurial spirit have earned us a spot on “Best Companies to Work For” lists year after year.

Join us in our mission to power prosperity around the world.

EOE AA M/F/Vet/Disability.

Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

Intuit is proud to be an equal opportunity and affirmative action employer.

We make employment decisions without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability status, pregnancy, or any other basis protected by federal, state or local law.

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please talk with your recruiter or send a request to TalentAcquisition@intuit.com.

For more information, please read our EEO policy .