Remote Tax Pro & Client Advisor

Intuit, Inc.; Kansas City (MO); A distancia; USD 25.000 - 36.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax taxes, provide expert tax preparation, and explain tax terms using everyday language.

The position emphasizes high-quality customer interactions and compliance with company training and policies. Requirements include 2+ years of 1040 prep for many clients, PTIN, ability to work at least 20 hours per week, and strong tech proficiency.

Formación

• Two or more years of federal and state 1040 tax return preparation 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.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; interact with customers using our video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions and document each interaction.
• Meet company KPI metrics and participate in training and project work as needed.

Descripción del empleo

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax taxes, provide expert tax preparation, and explain tax terms using everyday language.

The position emphasizes high-quality customer interactions and compliance with company training and policies. Requirements include 2+ years of 1040 prep for many clients, PTIN, ability to work at least 20 hours per week, and strong tech proficiency.