Remote Tax Prep Specialist & Virtual Advisor (1040 Expert)

Intuit, Inc.; Olympia Fields (IL); A distancia; USD 29.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Descripción de la vacante

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal/state tax returns, provide expert guidance, and deliver a high-quality, supportive experience.

You will handle tax advice, full-service return preparation, and product inquiries in a remote, customer-facing capacity. The role requires 2+ years of tax prep experience, active PTIN, and willingness to work at least 20 hours per week.

Formación

• Minimum 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in tax preparation.
• Utilize government sites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; training may be required.

Conocimientos

Tax preparation

Customer service

Bilingual (English/Spanish)

Strong communication

Educación

PTIN

State licenses

Circular 230 knowledge

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal/state tax returns, provide expert guidance, and deliver a high-quality, supportive experience.

You will handle tax advice, full-service return preparation, and product inquiries in a remote, customer-facing capacity. The role requires 2+ years of tax prep experience, active PTIN, and willingness to work at least 20 hours per week.