Remote Tax Advisor — 1040 Returns & Customer Support

Jobtome; Chula Vista (CA); A distancia; USD 31.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation and signatures, and answer product questions in plain language.

You will use video communications (Smartlook) to interact with customers, working from home in the United States and meeting KPI goals. Familiarity with Circular 230 and a valid PTIN is required; bilingual English/Spanish is a plus.

Formación

• Minimum 2 years of recent federal/state individual 1040 tax return prep experience for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required and knowledge of Circular 230.

Responsabilidades

• Provide tax advice and full-service return preparation and signatures for TurboTax customers.
• Interact with customers using video communications software, delivering high-quality, empathetic service.
• Document interactions and work to KPI metrics and company standards.
• Complete required training and development as determined by the business.

Conocimientos

Customer service

Verbal & written communication

Critical thinking

Problem solving

Adaptability

Educación

State licenses/certificates/permits

Herramientas

TurboTax software

Video conferencing (Smartlook)

Descripción del empleo

Intuit seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation and signatures, and answer product questions in plain language.

You will use video communications (Smartlook) to interact with customers, working from home in the United States and meeting KPI goals. Familiarity with Circular 230 and a valid PTIN is required; bilingual English/Spanish is a plus.