Remote Tax Consultant — 1040 Expert & Client Advisor

Intuit, Inc.; Lafayette (LA); A distancia; USD 30.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a remote, customer-facing role using our video tools. You will provide tax advice, full-service return preparation, and explain tax terms, while documenting interactions and working toward KPI targets.

Training and compliance courses are required. Applicants should have 2+ years of 1040 experience, active PTIN, ability to obtain state licenses, and reside in the United

Formación

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a 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 video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise.
• Use government sites and resources to find the right answer in everyday language.
• Apply policies and procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions and track outcomes.
• Meet KPI metrics and Big Bet Goals; participate in pilot testing and projects.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Video support

Bilingual

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a remote, customer-facing role using our video tools. You will provide tax advice, full-service return preparation, and explain tax terms, while documenting interactions and working toward KPI targets.

Training and compliance courses are required. Applicants should have 2+ years of 1040 experience, active PTIN, ability to obtain state licenses, and reside in the United