Remote Tax Advisor (1040 Specialist) | Customer-Focused

Intuit, Inc.; Southfield (MI); A distancia; USD 25.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation and guidance. You will interact with clients via video and audio, provide expert tax advice, and perform full-service return preparation and signatures.

The role emphasizes customer empathy, clear explanations, and using government sites and resources to deliver accurate answers. A minimum of 20 hours per week is expected, with training and certifications as required.

Formación

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial software
• Must possess or be able to obtain state licenses, certificates, permits, or bonds
• Active PTIN required
• Willing to work a minimum of 20 hours per week
• Proficient with technology and strong written and verbal communication

Responsabilidades

• Virtual, customer-facing role using video communications to interact with customers
• Provide tax advice, full service return preparation and signature, and product inquiries
• Document customer interactions and resolve inquiries per defined procedures
• Meet KPIs and participate in training, pilots, and validations

Conocimientos

Customer service

Communication

Problem solving

Tech proficiency

Bilingual English/Spanish

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation and guidance. You will interact with clients via video and audio, provide expert tax advice, and perform full-service return preparation and signatures.

The role emphasizes customer empathy, clear explanations, and using government sites and resources to deliver accurate answers. A minimum of 20 hours per week is expected, with training and certifications as required.