Remote Tax Advisor for 1040 Prep & Support

Intuit, Inc.; Olympia Fields (IL); À distance; USD 29 000 - 37 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will explain tax terms and provide expert, friendly guidance.

This is a virtual, customer-facing role using secure video tools. You will deliver tax advice, full service return preparation and signature, and assist with product questions. Candidates must have 2+ years of recent 1040 experience, an active PTIN, reside in the United States, and be willing to train and meet KPI

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilités

• Interact with customers via Smartlook video platform.
• Provide tax advice, full service return preparation and signature, and assist with product questions.
• Explain tax terms and deliver accurate, friendly guidance.
• Document customer interactions and update records.
• Work toward KPI metrics and company goals.
• Participate in training, pilots, and experience validations.

Connaissances

Customer service

Communication skills

Technical proficiency

Analytical thinking

Formation

PTIN

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will explain tax terms and provide expert, friendly guidance.

This is a virtual, customer-facing role using secure video tools. You will deliver tax advice, full service return preparation and signature, and assist with product questions. Candidates must have 2+ years of recent 1040 experience, an active PTIN, reside in the United States, and be willing to train and meet KPI