Remote Tax Expert & Prep Specialist

Intuit, Inc.; Palm Springs (CA); A distancia; USD 31.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax preparation specialist with TurboTax experience to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role focuses on delivering expert guidance, tax preparation, and explanations of tax terms to empower customers. You will use video communication tools to interact with clients, provide tax advice and full service return preparation, and document interactions while meeting performance KPIs.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

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, product inquiries, and tax calculations.
• Create high quality customer interactions and document interactions.
• Meet KPI metrics and participate in pilots and training as required.

Conocimientos

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

Descripción del empleo

Intuit, Inc. is seeking a tax preparation specialist with TurboTax experience to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role focuses on delivering expert guidance, tax preparation, and explanations of tax terms to empower customers. You will use video communication tools to interact with clients, provide tax advice and full service return preparation, and document interactions while meeting performance KPIs.