Remote Tax Prep Specialist

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

Résumé du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terminology. You will interact via video, help with returns, and ensure accuracy while following company policies and compliance training.

The role requires 2+ years of tax preparation experience, active PTIN, and willingness to work at least 20 hours per week. A dedicated home internet connection meeting security criteria is expected.

Qualifications

• 2+ years of federal and state 1040 tax returns experience.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication skills.
• Ability to work in fast-paced environment with minimal supervision.

Responsabilités

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language; document customer interactions.
• Adhere to defined practices and company policies to resolve inquiries.
• Meet KPI metrics and participate in pilots and enhancements.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation experience

Customer service

Video/Audio software

Bilingual English/Spanish

Strong communication

Problem solving

Outils

Tax software

Video conferencing (Smartlook)

Description du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terminology. You will interact via video, help with returns, and ensure accuracy while following company policies and compliance training.

The role requires 2+ years of tax preparation experience, active PTIN, and willingness to work at least 20 hours per week. A dedicated home internet connection meeting security criteria is expected.