Remote Tax Advisor & Client Support Expert

Intuit, Inc.; Palos Heights (IL); A distancia; USD 29.000 - 37.000; Jornada completa

Descripción de la vacante

Intuit, Inc. in the United States is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will explain tax terms, provide expert support, and perform full service returns with accuracy and empathy.

The role requires 2+ years of federal/state 1040 experience, a valid PTIN, and the ability to work at least 20 hours per week. A dedicated hardwired internet connection and strong communication skills are essential.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax 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.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual (English/Spanish) communication skills a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your tax preparation expertise.
• Utilize government resources and team expertise to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Conocimientos

Customer service

Verbal communication

Written communication

Tax knowledge

Problem solving

Video conferencing

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. in the United States is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will explain tax terms, provide expert support, and perform full service returns with accuracy and empathy.

The role requires 2+ years of federal/state 1040 experience, a valid PTIN, and the ability to work at least 20 hours per week. A dedicated hardwired internet connection and strong communication skills are essential.