Remote Tax Prep Specialist & Customer Advisor

Intuit, Inc.; Johnstown (Cambria County); À distance; USD 26 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a virtual tax associate to help customers complete their federal and state tax returns using TurboTax products. You will guide clients through tax preparation, explain terms, and ensure accuracy with a focus on customer satisfaction.

The role requires tax prep experience, PTIN, and the ability to work at least 20 hours per week. English/Spanish bilingual skills are a plus, and the position emphasizes training and compliance with company policies.

Qualifications

• 2+ years of tax preparation experience.
• Active PTIN and ability to obtain state licenses.
• Willing to work minimum 20 hours/week.
• Proficiency with tax software and digital communication tools.
• Bilingual English/Spanish a plus.

Responsabilités

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice and full service return preparation and signature.
• Answer tax questions and product inquiries with clear, plain language.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilot projects and training.

Connaissances

Customer service

Communication

Critical thinking

Tech proficiency

Problem solving

Research skills

Description du poste

Intuit, Inc. is seeking a virtual tax associate to help customers complete their federal and state tax returns using TurboTax products. You will guide clients through tax preparation, explain terms, and ensure accuracy with a focus on customer satisfaction.

The role requires tax prep experience, PTIN, and the ability to work at least 20 hours per week. English/Spanish bilingual skills are a plus, and the position emphasizes training and compliance with company policies.