Remote Tax Advisor - 1040 Specialist (Virtual)

Intuit, Inc.; Portland (ME); A distancia; USD 26.000 - 33.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role focused on guiding customers through taxes using TurboTax products.

You will provide expert tax explanations, assist with returns, and help customers understand terms and options, all while maintaining a high standard of service and accuracy. The position requires prior tax experience, PTIN, state licenses or ability to obtain them, and strong communication skills.

Formación

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer operations and software knowledge.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish communication is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquires and conduct tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government resources and team knowledge to deliver accurate answers in everyday language.
• Apply defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Communication

Video support

Problem solving

Tech proficiency

Bilingual (English/Spanish)

Educación

Active PTIN

State licenses/certificates

Circular 230 knowledge

Herramientas

TurboTax

Smartlook

MS Office (basic)

Descripción del empleo

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role focused on guiding customers through taxes using TurboTax products.

You will provide expert tax explanations, assist with returns, and help customers understand terms and options, all while maintaining a high standard of service and accuracy. The position requires prior tax experience, PTIN, state licenses or ability to obtain them, and strong communication skills.