Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Eugene (OR); À distance; USD 36 000 - 55 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a motivated individual with tax preparation experience to assist customers in completing their taxes using TurboTax products.

This virtual, customer-facing role involves guiding customers through tax concepts and software, while delivering confident, empathetic service. You will use state-of-the-art video tools to communicate, provide tax advice, and perform full-service return preparation and signature.

Qualifications

• 2+ years of federal and state 1040 tax return prep 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.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations.
• Strong customer service skills via 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 that meets Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature.
• Provide product/software inquiries and tax calculations.
• Create high quality customer interactions and experiences using deep empathy and tax preparation expertise.
• Leverage government sites and resources to deliver correct answers in everyday language.
• Apply procedures and policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Video support

Communication skills

Web research

Outils

Smartlook

Description du poste

Intuit, Inc. is seeking a motivated individual with tax preparation experience to assist customers in completing their taxes using TurboTax products.

This virtual, customer-facing role involves guiding customers through tax concepts and software, while delivering confident, empathetic service. You will use state-of-the-art video tools to communicate, provide tax advice, and perform full-service return preparation and signature.