Remote Tax Pro: 1040 Expert & Client Advocate

Intuit, Inc.; Peoria (IL); A distancia; USD 29.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax preparation professional for a virtual customer-facing role. You will guide clients through their tax returns, provide explanations of terms, and perform full service preparation while using Smartlook for video interactions.

The role emphasizes accurate tax advice, strong communication, and the ability to work remotely in the United States, with ongoing training and KPI-driven performance expectations.

Formación

• 2+ years preparing federal and state 1040 returns for many clients per season.
• Must have or obtain state licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools, professional communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Able to work in fast-paced environments with limited supervision.
• Must have or obtain dedicated hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook for interactions.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Refer to government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions and update records.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilots, projects and validations; complete required training.

Conocimientos

Customer service

Communication

Tax preparation knowledge

Bilingual EN/ES

Problem solving

Herramientas

TurboTax software

Smartlook

Web-based tools

Descripción del empleo

Intuit, Inc. is seeking a motivated tax preparation professional for a virtual customer-facing role. You will guide clients through their tax returns, provide explanations of terms, and perform full service preparation while using Smartlook for video interactions.

The role emphasizes accurate tax advice, strong communication, and the ability to work remotely in the United States, with ongoing training and KPI-driven performance expectations.