Remote Tax Advisor & Client Support Specialist

Intuit, Inc.; Columbia Township (MO); Remote; USD 30.000 - 39.000; Teilzeit

Benefits dieser Stelle

Cash bonus eligibility

Equity rewards

Benefits package

Zusammenfassung

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. The role involves expert guidance, tax preparation, and explaining tax terms to customers in a virtual setting.

You will interact with customers through video software, provide tax advice, assist with full service return preparation, and resolve product or tax questions. Minimum 2 years of experience and a valid PTIN are required, with 20 hours per week commitment.

Qualifikationen

• 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 Preparer Tax Identification Number (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.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.

Aufgaben

• Interact with customers via video and audio tools to provide tax advice and guidance.
• Assist with Full Service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Complete required training and compliance programs.

Kenntnisse

Tax preparation

Customer service

Verbal communication

Written communication

Critical thinking

Fast-paced environment

Tech proficiency

Ausbildung

PTIN required

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. The role involves expert guidance, tax preparation, and explaining tax terms to customers in a virtual setting.

You will interact with customers through video software, provide tax advice, assist with full service return preparation, and resolve product or tax questions. Minimum 2 years of experience and a valid PTIN are required, with 20 hours per week commitment.