Remote Tax Pro — 1040 Returns & Guidance

Intuit, Inc.; Rolling Meadows (IL); A distancia; USD 29.000 - 37.000; Jornada completa

Descripción de la vacante

Intuit, Inc. seeks a tax professional to assist customers with TurboTax tax returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language using government resources.

Requirements include 2+ years of tax prep experience, PTIN, and readiness to complete training. The role emphasizes customer empathy, clear communication, and adherence to company policies while meeting performance metrics.

Formación

• 2+ years of tax preparation experience for federal/state returns.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Attend required training and cross-training as determined by the business.

Conocimientos

Customer service skills

Verbal communication

Written communication

Critical thinking

Problem solving

Tech proficiency

Herramientas

TurboTax Software

Video conferencing software

Descripción del empleo

Intuit, Inc. seeks a tax professional to assist customers with TurboTax tax returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language using government resources.

Requirements include 2+ years of tax prep experience, PTIN, and readiness to complete training. The role emphasizes customer empathy, clear communication, and adherence to company policies while meeting performance metrics.