Remote Tax Pro: 1040 Expert for Client Tax Support

Intuit, Inc.; Corpus Christi (TX); Remote; USD 26.000 - 39.000; Teilzeit

Benefits dieser Stelle

Bonuses

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, explanations of tax terms, and expert guidance. You will deliver high-quality service, leveraging government resources and Intuit tools to help clients complete and sign their returns.

The role emphasizes clear communication, empathy, and the ability to troubleshoot complex tax questions while meeting performance KPIs and participating in training programs.

Qualifikationen

• 2+ years of recent experience preparing federal and state 1040 tax returns for 30+ clients per season using commercial tax prep software.
• Must possess or be able to obtain 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.
• Proficient with technology and software.

Aufgaben

• This is a virtual, customer-facing role; you will use Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government sites and professional resources to find accurate answers in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development, including compliance and cross-training as needed.

Kenntnisse

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Tech proficiency

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, explanations of tax terms, and expert guidance. You will deliver high-quality service, leveraging government resources and Intuit tools to help clients complete and sign their returns.

The role emphasizes clear communication, empathy, and the ability to troubleshoot complex tax questions while meeting performance KPIs and participating in training programs.