Remote Tax Associate — 1040 Specialist & Client Advocate

Intuit, Inc.; Oklahoma City (OK); A distancia; USD 31.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual Tax Support specialist to guide customers through federal and state tax filings using TurboTax. You will provide expert tax advice, assist with full-service returns, and handle product inquiries while maintaining high-quality customer interactions.

Ideal candidates have strong communication, problem-solving skills, and the ability to explain tax concepts in plain language. Remote work with potential training and performance-based rewards.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Active PTIN required and ability to obtain any related state licenses/certificates.
• Knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• Assist TurboTax customers with tax returns or delegated returns, providing tax advice and explanations.
• Perform full-service return preparation and obtain signatures as needed.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPIs and business goals.
• Participate in training, projects, and validations as required.

Conocimientos

Tax preparation

Customer service

Educación

PTIN credential

State licenses/certificates

Herramientas

Video/telecommunications tools

Descripción del empleo

Intuit, Inc. is seeking a virtual Tax Support specialist to guide customers through federal and state tax filings using TurboTax. You will provide expert tax advice, assist with full-service returns, and handle product inquiries while maintaining high-quality customer interactions.

Ideal candidates have strong communication, problem-solving skills, and the ability to explain tax concepts in plain language. Remote work with potential training and performance-based rewards.