Remote Tax Advisor — 1040 Expert for Individuals

Intuit, Inc.; Elk Grove (CA); Remote; USD 31.000 - 39.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is hiring for a virtual tax professional to help customers complete federal and state tax returns using TurboTax products. You will provide tax guidance, perform full service returns, and answer product questions via video interactions.

The role requires 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.

Qualifikationen

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN and state licenses, permits, or bonds where required.
• Willing and able to work a minimum of 20 hours per week.
• Must reside in the United States; bilingual English/Spanish is a plus.

Aufgaben

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Assist TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Leverage government websites, professional resources, and team expertise to deliver accurate answers in plain language.
• Apply defined practices and company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and progress; maintain accurate CRM notes.

Kenntnisse

Tax preparation

Customer service

Bilingual (English/Spanish)

Tools

Tax software

Jobbeschreibung

Intuit, Inc. is hiring for a virtual tax professional to help customers complete federal and state tax returns using TurboTax products. You will provide tax guidance, perform full service returns, and answer product questions via video interactions.

The role requires 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.