Remote Tax Advisor & 1040 Specialist

Intuit, Inc.; Lake Lotawana (MO); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual role helping TurboTax customers complete their tax returns and understand tax terminology.

The role emphasizes expert guidance, customer empathy, and clear explanations to empower customers. You will interact with customers via video software, provide tax advice and full service return support, and strive to meet KPIs while completing required training and maintaining compliance.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.

Conocimientos

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Herramientas

Tax software

Video conferencing tools

Descripción del empleo

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual role helping TurboTax customers complete their tax returns and understand tax terminology.

The role emphasizes expert guidance, customer empathy, and clear explanations to empower customers. You will interact with customers via video software, provide tax advice and full service return support, and strive to meet KPIs while completing required training and maintaining compliance.