Remote Tax Pro & Advisor for Expert Returns

Intuit, Inc.; Suwanee (GA); A distancia; USD 29.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert guidance and clear explanations of tax and technical terms to help customers navigate their tax processes.

This virtual, customer-facing role uses video tools to deliver tax advice, full service return preparation, and product inquiries, while documenting interactions and striving to meet performance metrics.

Formación

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• 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.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional manner.
• Excellent verbal and written communication skills
• Must reside in the United States.
• Bilingual (English/Spanish) communication skills a plus

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions and experiences using empathy and tax expertise.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPI metrics and goals.
• Participate in pilot testing, projects, and training as needed.

Conocimientos

Tax preparation

Customer service

Communication

Remote work

Herramientas

Smartlook

Tax software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert guidance and clear explanations of tax and technical terms to help customers navigate their tax processes.

This virtual, customer-facing role uses video tools to deliver tax advice, full service return preparation, and product inquiries, while documenting interactions and striving to meet performance metrics.