Remote Tax Pro & Client Advisor

Intuit, Inc.; Denver (CO); A distancia; USD 29.000 - 37.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual Tax Preparer to assist customers with federal and state 1040 returns, provide tax guidance, and perform full-service preparation using TurboTax products.

Requirements include 2+ years' tax prep experience, PTIN, and willingness to work at least 20 hours per week from a remote U.S. location. Strong communication and customer-service skills are essential.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN is required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax and technical terms in everyday language to customers.
• Document customer interactions and work toward KPI metrics and goals.
• Complete required training and cross-training as needed.

Conocimientos

Tax prep

Customer service

Communication

Educación

PTIN

State licenses

Descripción del empleo

Intuit, Inc. is seeking a virtual Tax Preparer to assist customers with federal and state 1040 returns, provide tax guidance, and perform full-service preparation using TurboTax products.

Requirements include 2+ years' tax prep experience, PTIN, and willingness to work at least 20 hours per week from a remote U.S. location. Strong communication and customer-service skills are essential.