Remote Tax Advisor: Expert Returns & Support

Intuit, Inc.; Santa Barbara (CA); À distance; USD 31 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax and technical terms. You will use our video tools to interact with customers and deliver high-quality support.

You will handle full service returns, document interactions, and work toward KPIs while staying current with training on new products and regulatory requirements.

Qualifications

• 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.

Responsabilités

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and required trainings.

Connaissances

Tax preparation

Customer service

Verbal & written communication

Problem solving

Multitasking

Video/Audio interactions

Formation

State licenses/certificates/permits

PTIN

Circular 230 knowledge

Outils

TurboTax

Description du poste

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax and technical terms. You will use our video tools to interact with customers and deliver high-quality support.

You will handle full service returns, document interactions, and work toward KPIs while staying current with training on new products and regulatory requirements.