Remote Tax Pro - 1040 Expert for Client Returns

Intuit, Inc.; Charleston (SC); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is hiring a virtual tax professional to assist TurboTax customers with tax advice, full service return preparation, and software inquiries. The role emphasizes clear communication, empathetic service, and expert guidance, delivered remotely to clients in the United States.

Ideal candidates have 2+ years of federal/state return experience, active PTIN, and a solid grasp of Circular 230. The position supports training, KPIs, and potential bonuses, with flexible remote work options.

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 PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will use our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions and experiences using empathy and your tax knowledge.
• Use government sites and professional resources to find the right answer in everyday language.
• Document customer interactions and troubleshoot inquiries per policy.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Communication

Problem solving

Fast-paced work

Tech literacy

Educación

Active PTIN

State licenses/certificates

Herramientas

TurboTax

Smartlook

Descripción del empleo

Intuit, Inc. is hiring a virtual tax professional to assist TurboTax customers with tax advice, full service return preparation, and software inquiries. The role emphasizes clear communication, empathetic service, and expert guidance, delivered remotely to clients in the United States.

Ideal candidates have 2+ years of federal/state return experience, active PTIN, and a solid grasp of Circular 230. The position supports training, KPIs, and potential bonuses, with flexible remote work options.