Remote Tax Pro: 1040 Specialist & Virtual Advisor

Intuit, Inc.; Buffalo (NY); A distancia; USD 30.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a tax professional with TurboTax experience for a remote, customer-facing role. You will guide customers through tax preparation, offer advice, and explain tax terms with empathy.

The position requires strong communication and the ability to work with video tools from a home setup. The role involves completing tax returns, addressing inquiries, and documenting interactions while meeting KPI targets.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax 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.
• Excellent verbal and written communication skills.
• Ability to interact with customers via video and audio tools professionally.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Discuss tax concepts in everyday language and document customer interactions.
• Adhere to defined practices and company policies to resolve tax questions.
• Meet KPI metrics and participate in pilots and training as needed.

Conocimientos

Tax preparation

Customer service

Video-based support

Bilingual (English/Spanish)

Educación

PTIN holder or eligible

State licensure awareness

Descripción del empleo

Intuit, Inc. seeks a tax professional with TurboTax experience for a remote, customer-facing role. You will guide customers through tax preparation, offer advice, and explain tax terms with empathy.

The position requires strong communication and the ability to work with video tools from a home setup. The role involves completing tax returns, addressing inquiries, and documenting interactions while meeting KPI targets.