Remote Tax Preparer & Advisor for Virtual Returns

Intuit, Inc.; Lancaster (OH); A distancia; USD 26.000 - 34.000; Jornada completa

Descripción de la vacante

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely in preparing federal and state tax returns. You will deliver expert guidance, tax explanations, and support, helping customers complete their returns.

The role emphasizes high-quality customer interactions, clear communication, and adherence to company policies. Training and compliance programs are in place, with a focus on accuracy and customer empowerment.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsabilidades

• Interact with customers virtually using our video communications software to provide tax advice and support.
• Assist with full service return preparation and signature, and handle product/software inquiries.
• Document customer interactions and work toward meeting KPI metrics and goals.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation experience

Customer service

Bilingual English/Spanish (plus)

Educación

PTIN

State licenses/certificates

Herramientas

Video software (Smartlook)

Descripción del empleo

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely in preparing federal and state tax returns. You will deliver expert guidance, tax explanations, and support, helping customers complete their returns.

The role emphasizes high-quality customer interactions, clear communication, and adherence to company policies. Training and compliance programs are in place, with a focus on accuracy and customer empowerment.