Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Wilmington (NC); A distancia; USD 30.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns with expert guidance and clear explanations.

You will provide tax advice, full service preparation and product inquiries, document interactions, and work toward KPI goals while completing required trainings. Prior tax prep in the US and a hardwired internet connection are required.

Formación

• 2+ years of federal/state tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Knowledge of Circular 230.
• Willingness to work at least 20 hours per week.
• Proficient with technology and software.
• Excellent verbal and written communication.
• Strong problem solving and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• Interact with customers via video using Smartlook to provide guidance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions using empathy and tax expertise.
• Utilize government resources to deliver accurate answers in everyday language.
• Document customer interactions and adhere to procedures.
• Support KPIs and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation experience

Customer service

Excellent communication

Problem solving

Fast-paced environment

Technical proficiency

Bilingual (EN/ES) a plus

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns with expert guidance and clear explanations.

You will provide tax advice, full service preparation and product inquiries, document interactions, and work toward KPI goals while completing required trainings. Prior tax prep in the US and a hardwired internet connection are required.