Remote Tax Expert & Customer Advisor

Intuit, Inc.; Charleston (SC); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full service returns, and explain tax terms in plain language while delivering a high-quality customer experience.

The role requires 2+ years of tax preparation, a PTIN, state licenses if needed, and the ability to work at least 20 hours per week from a suitable home setup. Bilingual English/Spanish is a plus.

Formación

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain state licenses, permits, or bonds.
• Must reside in the United States and be able to work at least 20 hours per week.
• Proficient with technology and computer software; strong communication skills.
• Bilingual English/Spanish is a plus.

Responsabilidades

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and work toward KPI metrics.
• Participate in pilot testing and training as needed.

Conocimientos

Tax preparation

PTIN holder

Circular 230

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Fast-paced

Reliable internet

Descripción del empleo

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full service returns, and explain tax terms in plain language while delivering a high-quality customer experience.

The role requires 2+ years of tax preparation, a PTIN, state licenses if needed, and the ability to work at least 20 hours per week from a suitable home setup. Bilingual English/Spanish is a plus.