Remote Tax Pro: 1040 Expert for Client Support

Intuit, Inc.; San Marcos (CA); À distance; USD 31 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a Tax Preparer to assist TurboTax customers remotely with federal and state tax returns. You will deliver expert guidance, clarify tax terms, and perform full-service return preparation in a virtual setting using Intuit’s tools.

Strong communication and tax knowledge are essential. Ideal candidates have 2+ years of recent tax preparation experience, an active PTIN, and the ability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.
• Must have a dedicated hardwired internet connection that meets Intuit Security criteria.

Responsabilités

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and document conversations.
• Adhere to defined practices and company policies to troubleshoot inquiries.
• Meet KPIs and participate in pilot testing and training.

Connaissances

Customer service

Communication skills

Video/phone interaction

Outils

Video conferencing software

Description du poste

Intuit, Inc. is seeking a Tax Preparer to assist TurboTax customers remotely with federal and state tax returns. You will deliver expert guidance, clarify tax terms, and perform full-service return preparation in a virtual setting using Intuit’s tools.

Strong communication and tax knowledge are essential. Ideal candidates have 2+ years of recent tax preparation experience, an active PTIN, and the ability to work at least 20 hours weekly.