Remote Tax Advisor - TurboTax Prep & Client Support

Intuit, Inc.; Jacksonville (FL); Remoto; USD 31.000 - 39.000; Part-time

Descrizione del lavoro

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through federal and state returns using TurboTax.

You will explain tax terms, provide expert advice, and help customers complete their taxes remotely using secure video and chat tools. The role requires at least 2 years of return experience, a valid PTIN, state licenses or ability to obtain, and a commitment of at least 20 hours per week from residents in the United States.

Competenze

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and the ability to obtain any related state licenses, certificates, permits, or bonds.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Mansioni

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and work toward meeting KPI metrics and program goals.
• Complete required training and development as determined by the business.

Strumenti

Smartlook

Descrizione del lavoro

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through federal and state returns using TurboTax.

You will explain tax terms, provide expert advice, and help customers complete their taxes remotely using secure video and chat tools. The role requires at least 2 years of return experience, a valid PTIN, state licenses or ability to obtain, and a commitment of at least 20 hours per week from residents in the United States.