Remote Tax Advisor & Returns Specialist

Intuit, Inc.; Clearwater (FL); A distancia; USD 40.000 - 60.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will leverage video interactions to provide expert tax guidance, prepare returns, and explain tax terms in everyday language.

The role requires 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. You’ll work at least 20 hours per week, complete training, and use government sites and resources to support customers.

Formación

• 2+ years of federal/state 1040 tax return experience for 30+ clients per season using commercial software.
• Possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Available to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service with professional video/audio interaction.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and adhere to procedures.
• Meet KPI metrics and participate in pilots and trainings.

Conocimientos

Tax return preparation experience 1040

PTIN knowledge

Work 20+ hrs/week

Technology proficiency

Customer service excellence

Verbal and written communication

Critical thinking & problem solving

Fast-paced environment adaptability

Dedicated internet connection

Bilingual English/Spanish (plus)

US residency

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will leverage video interactions to provide expert tax guidance, prepare returns, and explain tax terms in everyday language.

The role requires 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. You’ll work at least 20 hours per week, complete training, and use government sites and resources to support customers.