Remote Tax Pro & Advisor

Intuit, Inc.; Jackson (MS); A distancia; USD 26.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Remote work

Bonus eligibility

Training & development

Competitive compensation

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role to help TurboTax customers complete federal and state returns and provide tax explanations with exemplary service.

Requirements include 2+ years of 1040 preparation for 30+ clients per season, active PTIN, state licenses if required, willingness to train, and strong communication. Must reside in the United States; bilingual English/Spanish a plus; 20 hours per week minimum.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation.
• 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.

Responsabilidades

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Conocimientos

Tax prep

Customer service

Communication

Tax knowledge

Problem solving

Video communication

Bilingual EN/SP

Educación

PTIN

State licenses

High school diploma or equivalent

Herramientas

TurboTax

Smartlook

MS Office

CRM software

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role to help TurboTax customers complete federal and state returns and provide tax explanations with exemplary service.

Requirements include 2+ years of 1040 preparation for 30+ clients per season, active PTIN, state licenses if required, willingness to train, and strong communication. Must reside in the United States; bilingual English/Spanish a plus; 20 hours per week minimum.