Remote Tax Pro — 1040 Expert & Client Guidance

Intuit, Inc.; Louisville (KY); A distancia; USD 25.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through TurboTax, provide tax explanations, and perform full-service return preparation with signatures.

Strong communication, problem solving, and a reliable internet connection are essential. The position supports nationwide US customers, with training and KPI-driven targets. A minimum of 20 hours per week and knowledge of tax regulations are required, with bilingual ability

Formación

• 2+ years of federal/state individual 1040 tax returns experience for at least 30 clients per season using tax software.
• Must possess or obtain state licenses, permits, or bonds; active PTIN.
• Knowledge of Circular 230 and professional tax practices.
• Willing to work minimum 20 hours per week; able to work remotely in the U.S.
• Proficient with technology and video/audio communication tools.
• Strong verbal and written communication; problem solving and research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.

Responsabilidades

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice and assist with full service tax return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Create high quality interactions and document customer conversations clearly.
• Follow defined procedures and policies to resolve tax inquiries.
• Contribute to KPI metrics and participate in pilots and validations.
• Complete required training and professional development as determined by the business.

Conocimientos

Tax preparation

Customer service

Bilingual English/Spanish

Strong communication

Technology proficient

Educación

PTIN license

Herramientas

TurboTax

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through TurboTax, provide tax explanations, and perform full-service return preparation with signatures.

Strong communication, problem solving, and a reliable internet connection are essential. The position supports nationwide US customers, with training and KPI-driven targets. A minimum of 20 hours per week and knowledge of tax regulations are required, with bilingual ability