Remote Tax Expert & Client Guidance Pro

Intuit, Inc.; Meridian (ID); À distance; USD 30 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will provide expert tax guidance, perform full-service return preparation and respond to product questions via video and audio tools. Requires 2+ years of recent tax prep experience, active PTIN, ability to work at least 20 hours/week, and US residency.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season for compensation using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computers and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in fast-paced environment with minimal supervision.
• Dedicated internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Address product and software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to deliver accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in pilot tests, projects, and training as required.
• Complete all required training including compliance and up-skilling.

Connaissances

Tax preparation

Customer service

Verbal & written communication

Problem solving

Video/Audio communication

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will provide expert tax guidance, perform full-service return preparation and respond to product questions via video and audio tools. Requires 2+ years of recent tax prep experience, active PTIN, ability to work at least 20 hours/week, and US residency.