Remote Tax Prep Specialist & Client Advisor

Intuit, Inc.; Englewood (CO); Remoto; USD 29.000 - 37.000; Tempo pieno

Descrizione del lavoro

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete federal and state returns remotely.

You will provide tax advice, perform full-service return preparation and signature, and answer product questions using clear everyday language. This virtual, customer-facing role requires strong communication skills, the ability to work at least 20 hours per week, and possession (or eligibility) of a PTIN and basic knowledge of Circular 230.

Competenze

• 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 obtain state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Able to work a minimum of 20 hours per week.
• Proficient with technology and general computer operations.
• Strong customer service skills with professional video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Mansioni

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their returns with: Tax advice, Full service return preparation and signature, Product inquiries, Tax calculations.
• Create high quality customer interactions and experiences using empathy and deep tax knowledge.
• Utilize government sites and professional resources to deliver the right answer in everyday language.
• Apply procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Conoscenze

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Attention to detail

Teamwork

Strumenti

Tax software

Descrizione del lavoro

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete federal and state returns remotely.

You will provide tax advice, perform full-service return preparation and signature, and answer product questions using clear everyday language. This virtual, customer-facing role requires strong communication skills, the ability to work at least 20 hours per week, and possession (or eligibility) of a PTIN and basic knowledge of Circular 230.