Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Longmont (CO); Remoto; USD 29.000 - 37.000; Part-time

Vantaggi offerti da questo lavoro

Cash bonus

Benefits package

Descrizione del lavoro

Intuit, Inc. in the United States is seeking a tax professional for a virtual, customer-facing role focused on TurboTax guidance, tax preparation, and explanations of tax terms.

You will assist customers with tax returns, software questions, and tax calculations while delivering a high-quality support experience. The role requires at least 2 years of return preparation experience, active PTIN, and the ability to work a minimum of 20 hours per week.

Competenze

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• 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.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Able 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 is a plus.
• Must reside in the United States.

Mansioni

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Conoscenze

Tax preparation experience

Customer service

Video/telecommunications tools

Excellent communication

Bilingual English/Spanish

Computer skills

Formazione

PTIN holder

State licenses/certificates

Strumenti

TurboTax software

Descrizione del lavoro

Intuit, Inc. in the United States is seeking a tax professional for a virtual, customer-facing role focused on TurboTax guidance, tax preparation, and explanations of tax terms.

You will assist customers with tax returns, software questions, and tax calculations while delivering a high-quality support experience. The role requires at least 2 years of return preparation experience, active PTIN, and the ability to work a minimum of 20 hours per week.