Remote Tax Advisor: 1040 Returns & Client Guidance

Intuit, Inc.; Mandeville (LA); À distance; USD 26 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

You will leverage your tax knowledge to deliver accurate, friendly service and help customers understand tax terms and options. In this role, you’ll interact via video and chat, resolve inquiries, document interactions, and meet performance targets while completing required trainings and staying compliant with regulations.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Active PTIN and ability to obtain state licenses if required.
• Willingness and availability to work a minimum of 20 hours per week.
• Experience with TurboTax or similar tax software preferred.
• Must reside in the United States and have a dedicated internet connection meeting Intuit criteria.

Responsabilités

• This is a virtual, customer-facing role; you will interact with customers using our video software.
• Provide tax advice and full service return preparation and signature to TurboTax customers.
• Create high-quality customer interactions and explain tax terms in everyday language.
• Document customer interactions and resolve inquiries per defined procedures and policies.
• Meet KPI metrics and participate in pilots, training, and experience validations.

Connaissances

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

You will leverage your tax knowledge to deliver accurate, friendly service and help customers understand tax terms and options. In this role, you’ll interact via video and chat, resolve inquiries, document interactions, and meet performance targets while completing required trainings and staying compliant with regulations.