Remote Tax Advisor - 1040 Return Specialist

Intuit, Inc.; Tallahassee (FL); A distancia; USD 30.000 - 50.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax tax returns, explanations of tax terms, and product inquiries. You will guide clients through federal and state filings with empathy, using official resources.

The role emphasizes strong communication, accuracy, and adherence to privacy and security standards. Join a fast-paced team that values customer delight, continuous learning, and collaboration.

Formación

• 2+ years of federal/state 1040 prep experience for 30+ clients per season.
• Must have or be able to obtain state licenses or related permits.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service, clear communication, and empathy.
• Ability to handle fast-paced work with minimal supervision.
• Hardwired internet connection meeting security criteria.
• English; Spanish bilingual is a plus.
• Must reside in the United States.

Responsabilidades

• Virtual, customer-facing role using video communications (Smartlook).
• Assist TurboTax customers with tax returns and related inquiries.
• Create high-quality interactions with empathy and tax expertise.
• Use official sources to answer questions in plain language.
• Follow procedures and policy to resolve tax questions.
• Document customer interactions in the system.
• Aim to meet KPIs and big bets goals.
• Participate in pilots, projects, and validations as needed.
• Complete required training and development as directed.

Conocimientos

Tax preparation

Customer service

Verbal & written comms

Problem solving

Bilingual English/Spanish

Educación

Tax preparer license

Herramientas

TurboTax software

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax tax returns, explanations of tax terms, and product inquiries. You will guide clients through federal and state filings with empathy, using official resources.

The role emphasizes strong communication, accuracy, and adherence to privacy and security standards. Join a fast-paced team that values customer delight, continuous learning, and collaboration.