Remote Tax Advisor & 1040 Prep Specialist

Intuit, Inc.; USA; Remote; CAD 44.000 - 56.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their taxes using TurboTax products. The role focuses on expert guidance, tax preparation, and explaining tax terms to empower customers to self-prepare with confidence.

You will interact with customers via our video software, provide accurate tax advice, and support full-service returns. A minimum of 20 hours per week and a U.S. residency are required.

Qualifikationen

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses, permits, or bonds.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service with clear communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Residency in the United States.

Aufgaben

• Interact with customers virtually using video technology.
• Provide tax advice, full-service return preparation, and product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPIs and participate in training and pilot projects.

Kenntnisse

Tax preparation

Customer service

Communication

Problem solving

Tech proficiency

Ausbildung

State licenses

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist customers in completing their taxes using TurboTax products. The role focuses on expert guidance, tax preparation, and explaining tax terms to empower customers to self-prepare with confidence.

You will interact with customers via our video software, provide accurate tax advice, and support full-service returns. A minimum of 20 hours per week and a U.S. residency are required.