Remote Tax Preparer & Customer Experience Pro

Intuit, Inc.; Scranton (Lackawanna County); A distancia; USD 26.000 - 33.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with expert guidance and tax preparation, contributing to our mission of powering prosperity.

This fully remote, customer-facing role involves explaining tax concepts and guiding clients through returns with empathy and accuracy. You will use our video tools to interact with customers, provide tax advice and full service completion, document interactions, and continuously meet performance KPIs while

Formación

• 2+ years of federal/state 1040 tax returns experience for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and respond to product inquiries.
• Explain tax terms clearly and document customer interactions.
• Meet defined KPIs and participate in training and compliance requirements.

Conocimientos

Tax preparation experience

Customer service skills

Bilingual (English/Spanish) a plus

Strong communicator

Tech proficient

Herramientas

Tax preparation software

Descripción del empleo

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with expert guidance and tax preparation, contributing to our mission of powering prosperity.

This fully remote, customer-facing role involves explaining tax concepts and guiding clients through returns with empathy and accuracy. You will use our video tools to interact with customers, provide tax advice and full service completion, document interactions, and continuously meet performance KPIs while