Remote Tax Advisor – Personal Taxes

Intuit, Inc.; Pensacola (FL); A distancia; USD 29.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a virtual Tax Professional experienced in TurboTax to guide customers through tax preparation and explanations of tax terms.

You will help customers complete their federal and state returns with expert advice, using our video communications tools, and you will contribute to a high-quality customer experience. Role requires strong communication, a willingness to complete training, and the ability to work at least 20 hours per week from a US-based residence.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and any related state licenses or certificates.
• Willing to work minimum 20 hours per week and in a fast-paced setting.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills and customer empathy.

Responsabilidades

• Interact with customers via video and audio tools in a professional manner.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilot projects and training.

Conocimientos

Tax preparation

Customer service

Communication skills

Technical proficiency

Bilingual English/Spanish

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a virtual Tax Professional experienced in TurboTax to guide customers through tax preparation and explanations of tax terms.

You will help customers complete their federal and state returns with expert advice, using our video communications tools, and you will contribute to a high-quality customer experience. Role requires strong communication, a willingness to complete training, and the ability to work at least 20 hours per week from a US-based residence.