Remote Tax Consultant: Client-Focused Expert

Intuit, Inc.; Santa Barbara (CA); A distancia; USD 30.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a motivated tax preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, assist with returns, and explain tax terms using everyday language.

Responsibilities include handling tax advice, full service return preparation, product inquiries, and leveraging resources to deliver accurate answers. Strong communication and empathy are essential in a fast-paced remote setting.

Formación

• 2+ years of recent experience preparing federal and state 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.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software knowledge.
• Strong customer service skills and ability to interact via video/audio tools professionally.
• Excellent verbal and written communication.
• 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; you will use Smartlook 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 in tax preparation.
• Use government websites and professional resources to find accurate answers in everyday language.
• Apply defined procedures and company policies to troubleshoot inquiries.
• Document customer interactions.
• Strive to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and trainings as needed.

Conocimientos

Customer service

Verbal communication

Written communication

Problem solving

Fast-paced environment

Video/Audio tools

Attention to detail

Team collaboration

Multitasking

Remote work

Herramientas

TurboTax software

Descripción del empleo

Intuit, Inc. seeks a motivated tax preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, assist with returns, and explain tax terms using everyday language.

Responsibilities include handling tax advice, full service return preparation, product inquiries, and leveraging resources to deliver accurate answers. Strong communication and empathy are essential in a fast-paced remote setting.