Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Honolulu (HI); Remote; USD 31.000 - 39.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state tax returns. You will explain tax terms, provide advice, and perform full service preparation through video tools, working 20+ hours weekly from the United States.

You will use tax software, government sites, and team knowledge to deliver accurate answers in everyday language, document interactions, and strive to meet KPI targets while undergoing required training and development.

Qualifikationen

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Excellent verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Has or willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.

Aufgaben

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Document customer interactions and troubleshoot tax questions per policies.
• Meet KPI metrics and participate in pilot projects and trainings as required.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.

Kenntnisse

Tax prep experience

Customer service

Communication skills

Problem solving

Fast-paced work

Jobbeschreibung

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state tax returns. You will explain tax terms, provide advice, and perform full service preparation through video tools, working 20+ hours weekly from the United States.

You will use tax software, government sites, and team knowledge to deliver accurate answers in everyday language, document interactions, and strive to meet KPI targets while undergoing required training and development.